Archive - 2019

1
Women’s History: Finance Columnist Sylvia Porter Hid Her Gender
2
Why track expenses?
3
Defined Benefit Pensions
4
#Luck Often Plays A Role In Stock Returns
5
Are Two Heads Always Better Than One?

Women’s History: Finance Columnist Sylvia Porter Hid Her Gender

Accounts of Sylvia Feldman Porter’s life often cite the fact that her widowed mother lost $30,000 in the 1929 stock market crash as the thing that lit the spark for her career as a financial columnist but that interest may have been piqued even earlier. Porter also watched her parents lose money selfing Liberty Bonds at in inopportune moment, something she said many people once World War I was over. Sylvia Feldman’s mother was serious about her daughter getting a good education. After that  loss of $30,000, Sylvia wanted to know how that happened and switched her major from English/History to… Read More

Why track expenses?

One of the primary things that we suggest to clients is to track expenses. In some cases, this means noting down each expense as you make it, daily, so that even the incidental cash outlays are tracked. Another way to do this is to use an automated method, one of the many apps available, to monitor your expenses through your credit card and bank accounts. Either way, when you track expenses there are a couple of outcomes that can have a positive influence on your financial life. The first is that you become more aware of each outlay of money,… Read More

Defined Benefit Pensions

A defined benefit pension is a type of retirement plan that your employer may offer as the only plan offered, or in conjunction with a 401(k) plan. If you have access to a defined benefit pension or are currently participating in one, you are in rare company as these types of plans are becoming few and far between. Defined benefit pensions are different from 401(k)-type plans (called defined contribution plans) in several ways. One of the biggest differences is the fact that the employer is responsible for the funding of the plan in addition to accepting all the investment risk… Read More

#Luck Often Plays A Role In Stock Returns

The post #Luck Often Plays A Role In Stock Returns appeared first on Yardley Wealth Management, LLC.

Mark Hulbert wrote another interesting article in the Wall Street Journal. Mr. Hulbert follows investment strategies and newsletters and always has interesting insights. He reads what a lot of people write and then explains it to the rest of us.

He interviewed Gene Fama and Ken French. They are professors at the University of Chicago and Dartmouth. DFA mutual funds follow strategies based on their academic research.

The gist of what they said is that some investing strategies that are fairly consistent …

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Are Two Heads Always Better Than One?

If you’ve ever had a roommate and/or been married, you know how hard it can be for two people to work together for what is (hopefully) a mutually beneficial goal. Whether it’s to save money on rent, or simply because you love and want to build a life with someone, we enter into these interpersonal arrangements with the best of intentions to compromise with and respect our partner to achieve the best possible outcome.

Yet, based on the estimated 50% divorce rate in America, those intentions clearly don’t always pan out.

Why, then, do we think that a business partnership …

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