How Investing In A Hedge Fund Saved My Retirement Portfolio

Hedge funds get a bad wrap. due to relative underperformance, high fees, and huge paydays for hedge fund managers. However, investing in a hedge fund helped save my retirement portfolio during the 2000 dotcom collapse. One of the benefits of working at an investment bank is gaining access to a variety of investment opportunities that retail […]

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Reinvestment Ideas From An Expiring CD: Stay Mostly Conservative

Are you looking for reinvestment ideas from an expiring CD? You’re in the right place because I’ve invested in a bunch of CDs in the past. And each time they’ve come due, I’ve had to figure out how to reinvest the proceeds at various stages of the economy. I’ve always aimed to consistently invest 5%

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2021 Financial Samurai Outlook For Stocks And Real Estate

After a turbulent 2020, I’m positive about 2021’s outlook for stocks and real estate. We should see significant GDP growth (3-5%), a strong rebound in corporate earnings (20%+), and a massive unleashing of spending (saving rate back down to ~6%). As a result, there’s a high probability we will see new record highs in many

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How One E-mail Almost Ruined My Severance Package And My Life

Sometimes an experience is so painful it’s helpful to try and forget it ever happened. But something recently transpired that has allowed me to relive my anxiety with all of you. It has to do with a severance package. This post is an important reminder about the dangers of written communication. Always be careful with what you

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Net Worth Composition By Levels Of Wealth: Build A Business Already

Your net worth composition will likely change the wealthier you get. The wealthier you get, the generally more conservative your net worth allocation. However, wealthier people also have more of their net worth in business equity as you’ll see below. For example, my net worth composition in my 40s looks nothing like it did when

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