Anthony Isola

It’s Monday Again…..When Is My Retirement?

Here are this weeks retirement links. If you hate your job, it’s doubly important that you read them. Can you create your own pension? MarketWatch Is Donald Trump an advocate for the ‘Fiduciary Rule.” Wall Street Journal New Jersey is coming out with its own Fiduciary Rule. InvestmentNews Combining retirement and college savings can be difficult. USA…

Fewer Pieces + Better Construction = Sound Investing

Less is more is a great investing strategy. Conflicts of interests, sales pitches, and fees are a feature, not a bug, in financial services.  To change this we need to learn a thing or two from successful tech companies. Professor Scott Galloway discusses this in his brilliant book, The Four: The Hidden DNA of Amazon,…

Will Wealth Inequality Slay the Bull Market?

  Some believe wealth inequality combined with its resulting populism could finally kill the rampaging bull. Many investors ignore this at their own peril as they scan short-term quarterly earnings reports and weekly economic figures.  They may be missing seeing the forest through the trees. Revolution is the ultimate Black Swan. Thirty percent of U.S….

It’s Monday Again…..When Is My Retirement?

Here are this week’s retirement links. Read them and exit the rat race. Why does anybody own these funds?  Barron’s The new tax plan should help your retirement portfolio. Bloomberg Do Automatic 401(k) plans put people into debt? Wall Street Journal Are pensions overrated? Bloomberg Don’t make this rollover mistake! CNBC Convicted felons are allowed to…

What, Me Worry?

    Dina here … I can worry about lots of things if I let myself – I am a mother after all, so that is fused with my DNA.  But one thing I’m really not worried about is an impending market crash.  Why?  Because that is what many people seem to be worrying about….

Financial Salespeople Pretend to Give Advice, We Pretend to Listen

All of our lives are filled with hidden motives; the false promises of Communism exemplify this. “They pretend to pay us, we pretend to work.” This saying summed up a system that brought poverty, starvation, and genocide to millions. Power and greed were the hidden motivations of its evil leaders; not a “worker’s paradise.” America…

It’s 2018…..When Is My Retirement?

The first retirement links of 2018 are out! Make it a goal to get your retirement on track this year. Why Are Mutual Fund Fees So High? – New York Times Annuity Peddlers May Be In Trouble In New York State – Bloomberg Are You Paying a 12b-1 Fee? If You Are, It’s Not Good…

Game Over

“Two possibilities exist: either we are alone in the universe or we are not. Both are equally terrifying.”  – Arthur C. Clarke Does outer space provide the answers to our most pressing questions about investing? China thinks so, along with everything else. The Chinese have built the largest radio dish in the world. China’s creation…

It’s The Day After Christmas…..When Is My Retirement?

Here are our holiday week retirement links. Happy Holidays! Even For The Very Rich, More Money Brings Happiness – The Wall Street Journal When It’s Best To Claim Social Security Before 70 – MarketWatch Fixed Index Annuities Do Not Fulfill Their Promises – Jason Zweig Retiring Early Just Might Kill You – Bloomberg Americans Are…

Are Large Corporations Above The Law?

Some corporations are getting away with murder, literally. It is an undisputed fact that financial executives avoided the “perp walk” despite coming perilously close to blowing up the financial system due to their unabashed greed and stupidity. According to my colleague, Barry Ritholtz: “After much research, I have come to believe that at the highest levels of…