On Friday, I will be discussing the solo 401(k) with MomsMakingaMillion hosts Gina and Kat. Gina has been curious about how someone who has not had access to a 401(k) at their place of employment can invest for retirement. This…
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Monthly Archives: January 2010
The Solo 401(k)
Is it Socially Responsible to Outperform? Absolutely!
Back in October of 2009, I re-profiled socially responsible mutual funds. They are not available to me in my 401(k) so frequent monitoring of these important investments are not usually are my investment radar. That is unfortunate, because they should.…
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Skin in the Game: Is Investing in Clients Worth the Risk?
A recent article in the New York Times focused on a start up mutual fund crossed my desk recently. The article, written by Stuart Elliott, dealt with the advertising agency Kirshenbaum Bond Senecal & Partners in New York, part of…
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