October 31, 2018October 31, 2019Charts ESG Funds Have Historically Underperformed When discussing ESG, performance can and should matter almost as much as the environmental, social and governance factors measured. Unfortunately, many ESG […]
October 26, 2018October 31, 2018Uncategorized Highlights and photos from the China Alternatives Investment Summit 2018 in Beijing Had some problems uploading these from the conference, but here are some photos of last week’s event on ETFs and alternative investments, […]
October 15, 2018October 15, 2018Calculators Roth IRA Conversion Calculator Especially around year end, I often hear the question “Should I do a Roth IRA conversion? What are the long-term benefits of […]
October 13, 2018October 13, 2018Calculators Saving now vs later: Calculating the difference In an earlier post, I posted a static chart with some calculations on the difference between saving now vs later, and how […]
October 12, 2018Calculators Simple retirement calculator As I have often mentioned publicly and in my book, I have long preferred a simple rule of thumb I call the […]