Blueleaf Blog
My friend Carl Richards recently posted this sketch; I think it captures something critical to the work of financial advisors, and central to the reasons we founded Blueleaf. At Blueleaf we’ve learned something fascinating and (to some) counterintuitive. It turns out the information can make you feel better, calmer and more in control. That’s right:
More information = Feeling in control = More peace of mind. But it has to be the right kind of information … Continue reading →
Yes, it’s another important question that’s hard to answer…unless you’re using Blueleaf. You could just look up the stocks you own, and find out how many shares of AAPL you have. And if you don’t own Apple stock you’re done, right? Well…not quite. What about the mutual funds you own? Do you know the which stocks are in each, and how much? The best way to do this used to be look up the fund on the web, and go to town with your favorite spreadsheet application. Continue reading →
The reason I believe in Blueleaf — and the reason we started the company — is to help people in the middle, people like our Blueleaf team, with their long-term finances. We want to give them transparency and a complete view of their money that helps make everything clear and simple to understand. It started as a “make something useful for us” strategy. On the path there, advisors started to contact us about using Blueleaf with their clients, and we learned a few important things. Advisors had challenges serving people like us, the “mass-affluent,” and as a result the number of exceptional advisors serving our market was limited. So we got to work … Continue reading →
For a long time I’ve been frustrated that no matter where I hold my savings and retirement accounts, I can’t find out what kind of returns I’m getting.
Seems strange, right? Most people want to know the market returns of their investments — for example, I might like to know how my particular investment choices compare to an index like the S&P 500 — but most financial institutions … Continue reading →
This week on @blueleaf we linked a number of great articles. We hope you enjoy our weekly link round-up below. Cheap Houses, Poor Workers – Buttonwood Gross On The Deficit, and Big Blue Chips – Guru Investor Never Say Never Again – Monevator How A Synthetic ETF Works – Monevator The Decline Of U.S. Stocks – Felix Salmon 5 Ways To Raise Money Smart Kids – Frugal Dad Tricks Of The Trade: How Some Advisors Are Now Winning Over New Prospects – Investment News What’s Left Of The Ryan Plan? – Baseline Scenario The Buy-Back Delusion – Buttonwood What Rescue? – Buttonwood Sonders On What The Commodities Tumble Means For Stocks – Guru Investor What To Watch On The Economy For 2011 – Joe Taxpayer U.S. Pension Funds: From Bad To Worse – Buttonwood The Dark Side Of Student Debt Read More…
Enjoy the weekly link round-up below for the week on May 20, 2011, and follow us at @blueleaf! Can There Be No Risk Retirement? – Go To Retirement Deceptive Returns – Barel Karsan New Careers, Thanks To The Internet – Cash Money Life Charles Schwab To Offer Index-Only 401k Plans – NYT Bucks In Defense Of The Shiller P/E – Buttonwood 401k Or IRA: Which Should You Funds First? – Bargaineering Is An MBA Worth It? – Get Rich Slowly S&P 500 Beats Super Rich Investors In 2010 – Consumerism Commentary Types Of Mutual Fund Equity Investment Options – Spruce Up Your Finances What Is Passive Investing? – Out Of Your Rut Why High Gas Prices Don’t Matter – Living Off Dividends If Working Longer Is Retirement Plan A, What Is Plan B? – Go To Retirement One Cheer For Read More…
Enjoy the weekly link roundup below and follow us on @blueleaf! Bin Laden And The Nature Of Proof -Buttonwood All That Glitters: Why I’m Not Investing In Gold – Get Rich Slowly Would You Buy A United States Government Annuity? – My Journey To Millions Reasons To Never Raid Your 401k – Cash Money Life Pensions: Life Expectancy In The U.S. – Buttonwood 5 Ways To Reduce The Risk Involved With Retirement Savings – Spruce Up Your Finances Housing: The Great Divide – Buttonwood Keep Mutual Fund Fees Low To Improve Returns – Digetari Life Why Commodities Crashed – Felix Salmon How Being Public Eases Acquisitions – Felix Salmon How Long Before Greece Leaves – Money Morning David Brooks On High Structural Employment – Rortybomb Dollar Cost Averaging Vs. Lump Sum Investing – Consumerism Commentary Start Planning Your Retirement In Read More…
Enjoy the @blueleaf weekly link round-up below! Commodities: When A Sell-Off Is Good News – Buttonwood Why Are Business Prices So Volatile? – Barel Karsan The Government Passes A Renters Tax! – Financial Samurai Bond Rate – Think Your Way To Wealth Dow 38,830? – Buttonwood Bubble Logic – Out Of Your Rut IRA Max Contribution Limits – Free From Broke New Health Insurance Law – Consumer Boomer The Debt Crisis:Locking Up Your Money – Buttonwood Lifetime Investment Income From Your Retirement Portfolio – Go To Retirement Impact Of Bin Laden’s Death – Kiplinger Personal Finance Can The U.S. Trade It’s Way Out Of A Slump? – Kiplinger Personal Finance Social Security: Spending And Saving The Same Money – Buttonwood Buffet Passes On Gold: Continues To Bet On U.S. – Guru Investor Laddering CDs Can Add Liquidity And Return – Read More…
Plenty of good stuff below, in case you’ve missed it. Pimco And Bond Markets: Tell Us What You Really Think – Buttonwood Why Earning More Money Is More Important Than Frugality – Out Of Your Rut Synthetic ETFs Could Pose A Threat To Global Financial Stability, Say Regulators – Monevator What Is Pink Sheet Traded Stock? – Intelligent Speculator Chinese Property And Investment: More On The Chinese Bubble Issue – Buttonwood Financial Markets And China: Bubbles And Busts – Buttonwood Fisher Looks To “Hero” CEOs – Guru Investor Changing Our Retirement Asset Allocation – Go To Retirement Why Analysts Hate Putting Out Sell Ratings – Felix Salmon How To Succeed Financially As A Couple – Consumerism Commentary Death Of The Dollar? – Money Morning Alliance Bernstein Sees Target Date Fund Outflows – Investment News Understanding Losses In Your Portfolio – Read More…
This week on @blueleaf we linked a number of great articles for you to enjoy and learn from. We hope you enjoy the weekly link round-up below: Expecting An Early Greek Default – Felix Salmon Beer Drinking Charts Of The Day – Felix Salmon Cloud Computing Helps Revive Corporate IT Spending, Boosts Intel and IBM – Money Morning U.S. Personal Savings Rate Still Going Up – First Generation American Preparing For Semi-Retirement – Out Of You Rut Where The U.S. Has Already Been Downgraded – Buttonwood Keep On Trucking – Buttonwood 7 Mistakes People Make Just To Get A Huge Tax Refund – Spruce Up Your Finances The Myth Of Resolution Authority – Baseline Scenario S&P Debt Crisis Shows U.S. Debt Crisis Could Have Dire Consequences – Money Morning Don’t Revalue The Yuan Yet – Wall Street Journal Global Rebalancing Read More…
Posted by