Author Archives: David

Peggy Noonan: Revolt of the Accountants – WSJ.com

Link: Peggy Noonan: Revolt of the Accountants – WSJ.com Okay, she’s a little bit over the top.  The 1099 expansion in ObamaCare is onerous and absurd and, frankly, just a bad idea.  But she stretches it into a sign of a cultural apocalypse.  A good read, anyway, and a great pointer to Michael Lewis recent […]

Financial planners put on free ‘Money in Hard Times’ clinic at Sunnyvale Library – San Jose Mercury News

Link: Financial planners put on free ‘Money in Hard Times’ clinic at Sunnyvale Library – San Jose Mercury News

Column: Want People to Save? Force Them. – Harvard Business Review

Link: Column: Want People to Save? Force Them. – Harvard Business Review Dan Ariely always has interesting insights into behavior.

Behind The Scenes: No Transaction Fee (NTF) Fund Supermarkets » My Money Blog

Link: Behind The Scenes: No Transaction Fee (NTF) Fund Supermarkets » My Money Blog

How to write an ethical will – Barrons.com

Link: How to write an ethical will – Barrons.com

Markets Since Lehman Bankruptcy – CNBC

Link: Markets Since Lehman Bankruptcy – CNBC

Your Money – Testing Software to Write Wills on the Home Computer – NYTimes.com

Link: Your Money – Testing Software to Write Wills on the Home Computer – NYTimes.com An interesting, though very brief, look at a few software packages for doing your will.  It’s still probably a good idea, even if you want to use one of these packages, to pay for an hour of an attorney’s time […]

Downside Protection Has Downsides – WSJ.com

Link: Downside Protection Has Downsides – WSJ.com More from the excellent Jason Zweig.  This time, taking a look at equity-indexed annuities which supposedly offer you the upside of the market with a minimum fixed return to protect you from the downside — and how you could get the same protection without an annuity.

Get Rich Slowly – TIME

Link: Get Rich Slowly – TIME Based on Graham’s Intelligent Investor, Zweig’s excellent advice about how to pick a financial advisor, how to pick a mutual fund (or what your advisor should be considering when doing so) and how (if at all) you should pick a stock

Businessweek.com: After $75,000, Money Can’t Buy Day-to-Day Happiness

Link: Businessweek.com: After $75,000, Money Can’t Buy Day-to-Day Happiness Some interesting results about the relationship between wealth (or income) and happiness.