Savings & Investments

NPR Exposes How These Americans Really Feel About Retirement Planning and Why

NPR Exposes How These Americans Really Feel About Retirement Planning and Why

Like most advisors, I thought I had a pretty good idea of how the general public was feeling about retirement until I read the 85+ comments spurred by this post on NPR’s Facebook fan page.

Here’s what NPR asked:

Post by NPR.


One might think the comments would be split evenly between (i) those who have saved enough for retirement and (i) those who have not.…

NextGen Investors Demand Advisors Use a Client Portal

NextGen Investors Demand Advisors Use a Client Portal

Pierre Bossaert, Vice President of Product at Fiserv, recently wrote an article entitled, “Advisors Must Expand Product Offerings and Approach”. In the piece, Bossaert addresses one of the most imminent challenges faced by the financial services industry today: How can advisors remain relevant to “NextGen” investors? NextGen (Gen X + Gen Y) investors are a vastly different breed than the Baby Boomer generation most advisors have grown accustomed to working with.…

3 Tips To Help Liz Lemon Reach Retirement

3 Tips To Help Liz Lemon Reach Retirement

30 Rock and Roth?

Yesterday, before my favorite Thursday night NBC shows aired, I outlined this post. It was all about the lack of financial literacy in this country, most apparent in our youth, and how the education system isn’t doing much about it, etcetera, etcetera. But it didn’t get much further than that… Until 30 Rock came on, and, much to my roommates surprise, I whipped out my notebook and started writing down quotes.…

VIDEO: Reinventing Finance… One Startup At A Time

Our friend Sean Park delivered an excellent presentation at Lift 12 on the future of finance. His prediction: the finance industry is at the beginning of a revolution. A startup-driven paradigm shift in the industry. The reinvention of finance is happening now, and Sean’s meta-startup Anthemis Group is partially responsible.

Anthemis is a startup that invests in startups, specifically ones that aim to disrupt the industry (Blueleaf included).…

Peace & Money

The CNBC Effect

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.

Peace & Money

Feeling peaceful when thinking about money shouldn’t be rare.

Carl wrote:

In my conversations about money, the most common desire people express is a simple desire for peace. We all just seem to want to get out from under the constant stress that so often comes whenever we talk or think about money.

How much Apple ($AAPL) stock do you REALLY own?

Question: How much Apple stock do you own?

Answer: “None” you say. WRONG. It turns out this is another important question that’s hard to answer…unless you’re using Blueleaf.

Why it’s hard to find out

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?…

Blueleaf Advisor – The Evolution

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.…

Measuring your Personal Investment Returns with Blueleaf

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.

NO MORE. Introducing Blueleaf Performance.


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 aren’t very helpful here.…

Weekly Link Round-Up For May 27, 2011

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?

Weekly Link Round-Up For May 20, 2011

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?