Month: October 2015

You probably won't just find $1 million lying around, but I have some investment ideas if you do! More likely, you'll find just a few extra dollars like I did yesterday. There was a $25 check from my insurance company in the mail - a refund of an overpayment from almost 2 years ago. Even this small amount made me smile since it covered my share of yesterday's lunch with 4 friends! Click on the following link to read a nice short article on a few areas where you may also find some missing or forgotten money.

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If millennials and their Generation X counterparts don’t have enough investable assets, why would they hire a financial advisor. That's typical thinking in the investment management and financial planning industry. In fact, this was basically the statement made by another advisor when interviewed by Financial Advisor magazine. Is it true? Alan Moore and Michael Kitces, launched the XY Planning Network in 2014 to battle against this thinking. Click on the following link to read their take on this issue. I particularly liked reading about their personal histories.

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