We’ll review some key lessons from this new book on how to plan for, invest for, and manage your retirement. Advice for youngsters just starting out, and oldsters already in retirement.
Click to view or download the PowerPoint file
Click here to order the book from Amazon.com
On Saturday, 14 February, at Houston Investors Association the Getting Started SIG will present:
If you compare the financial services industry to the used car business, you are doing an injustice to the used car business. We will take a look at fees, counter-incentives, conflicting interests, and industry structure that stack the deck against you. Forewarned is forearmed.
Click to view the talk as a PowerPoint slideshow.
“Bonds, James, Bonds”
Have you had all the fun you can stand in the stock market? In contrast to stocks, bonds are boring — so boring that you just might be able to sleep at night. We take a basic look at: types of bonds; factors in bond pricing and return; risks; ways to invest; and the role of bonds in a diversified portfolio.
Powerpoint slide show: click Bonds, James, Bonds
The Getting Started SIG topic for Saturday, 9 Feb 2008 will be:
Exhausting your retirement portfolio before you die can be embarrassing. How much can you safely withdraw each year without running out (or leaving too much to your no-good kids)? The conventional advice from financial planners is more risky than you think. We take a look at the odds in today’s markets, and consider strategies to avoid a dog-food diet.
See the agenda of the Houston Investors Association for time/place details.