Monthly Archives: June 2009

SELF-INSURANCE: A DIY Project that Doesn’t Make Sense

Posted on June 30, 2009 by ghuang

LISTEN: mp3 audio (13:06 min) One of America’s celebrated cultural values is individualism. We idolize people who are self-made, who rise up from their own bootstraps, who can say “I did it my way.” This individualism is part of the … Continue reading →

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Financial Literacy Question: The long-term trend of financial markets

Posted on June 8, 2009 by ghuang

Conventional financial wisdom says the long-term trend of financial markets is generally upward. Even considering the declines over the past 18 months, what was the annual rate of return for the S&P 500 stock index for the 10-year period ending … Continue reading →

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529 Plans Prove Problematic

Posted on June 1, 2009 by ghuang

LISTEN: mp3 audio (6:20 min) On April 14, 2009, the State of Oregon announced it was suing the national investment company responsible for managing its state-sponsored 529 college savings fund. Oregon Attorney General John Kroger alleges the investment company misled … Continue reading →

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