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Wealth Logic Newsletter
Wealth without risk 
Personal Finance Columns  


January 2014  

Quick Links

Investing mistakes of the wealthy 

Jason Zweig wrote an interesting article about mistakes of the wealthy.

   

Goals Based Investing  

    

Julie Steinberg wrote a great piece on a hot advisor topic. Here is her Wall Street Journal Piece on Goals Based Investing. 
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Check out what the press is saying.

CSPAN Book TV


Don't know if I'm ready for prime time but CSPAN Book TV ran a presentation nationally.  Here's a ten minute clip on what a second grader thinks of the way adults invest.  
Greetings!
It turns out that you can own stocks risk-free.  
Risk-free stock investing

Moneywatch 
Own stocks in 2014 without risking a penny.  You can do it with a 0.02% expense ratio and be far more tax-efficient than any annuity someone is trying to sell you.  Here's how to invest in stocks without risk
2013 market shockers hold key in 2014

Moneywatch 
You all know stocks did well in 2013, but you may not know that they did far better than the media reported. Here are some numbers that will shock and maybe even amaze you.  More importantly, each of these 2013 market surprises hold key lessons for 2014.

Moneywatch 
Many people made 2013 market predictions but few care to revisit them.  My three 2013 market predictions were three-for-three. That's because probabilistic predictions are more accurate and profitable than those from market gurus.  

Thanks for reading.
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