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).…

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 6th, 2011

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.

Weekly Link Round-Up For April 30, 2011

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?