Monthly Archives: May 2013

EXCLUSIVE: Jamie Dimon’s Recommended Reading List

So, I was in New York a few weeks ago, at JPMorgan Asset Management for their Wealth Management Summit.  As it so happened, Jamie Dimon was our keynote speaker at the conference.  Yes, that Jamie Dimon.  He chose to take … Continue reading

Posted in Goodies, News | Tagged , , | 1 Comment

Why I Don’t “Bank on Yourself,” and You Shouldn’t, Either

First, I don’t think “Bank on Yourself” is a scam, I think it’s a terrible, terrible deal.  Here’s my understanding of how the “Bank on Yourself” concept is supposed to work (abridged version)*: You create a financial plan with an … Continue reading

Posted in Banking, Financial Planning, Insurance | Tagged , , , , | 2 Comments

FRONTLINE: The Retirement Gamble

Go forth, watch “The Retirement Gamble” by Frontline on the PBS website, then come back and I’ll talk you down off the ledge.  Here are my reactions.  First off: Of course people don’t know how much they need to retire.  … Continue reading

Posted in Current Events | Tagged , , , , , , , , ,