The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 157

Clients Investing Investments Management 157

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. The data is pretty good; however, the average person like you and I should make passive income investments through ETFs, a mutual fund, or index funds with low fees. What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. I read all those academic papers, I understand where the math comes from. NADIG: Yeah.

Management 273

Management Assets Portfolio Investing 273