Ask an Ex-Banker: What Are Discretionary Accounts?
NOTE: A version of this post appeared earlier in the San Antonio Express News Dear Mike, I wanted to report on my meeting with JPMorgan
NOTE: A version of this post appeared earlier in the San Antonio Express News Dear Mike, I wanted to report on my meeting with JPMorgan
Editor’s Note: A version of this post appeared in the San Antonio Express News I’d like to be a million dollars richer. And I don’t
Annuities are an important and sometimes dominant part of the investment portfolio for millions of savers. While in certain instances there is a requirement for
A thoughtful reader sent me this Time Magazine article, with musings on retirement written by a 24 year old. The first question the article prompted:
Lately I’ve taken to saying boldly and loudly to anyone who asks my opinion (and some who don’t!) that every academic study ever done on
A version of this post previously appeared in the San Antonio Express News. Some friends of mine recently opened up investment accounts with a guy
I founded Bankers Anonymous because, as a recovering banker, I believe that the gap between the financial world as I know it and the public discourse about finance is more than just a problem for a family trying to balance their checkbook, or politicians trying to score points over next year’s budget – it is a weakness of our civil society. For reals. It’s also really fun for me.
We’ll let you know when we have new posts!