The Astute Angle

A fresh and simplified perspective on personal finance topics

Financial Healing

A few weeks ago, my family sat in an office speaking with a doctor whose team had saved my son's life a few months earlier. Since the rescue surgery last summer, Jacob (13) has had [...]

By |July 18, 2019|

Blame Harry

The following post is an edited and abbreviated version of the quarterly investment commentary that we recently sent to RPG clients. A Jewish boy from Chicago is to blame.  Harry Markowitz – a name that [...]

By |July 17, 2019|

When Roth is Wrong — Follow-Up Q&A

Following the When Roth is Wrong post, readers responded with various questions and, sometimes, with a different form of the same question.  I address several of those questions below since they're good questions and may [...]

By |June 27, 2019|

Impending Tax Law Changes That May Impact You

The House of Representatives passed a bill on May 23rd known as the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) which would initiate the biggest changes to retirement accounts in [...]

By |June 6, 2019|

When Roth is Wrong

In the book, Predictably Irrational, author and esteemed behavioral psychologist Dan Ariely wrote an entire chapter about the strong emotional impact of getting something for free.  He describes how we go back for free extra [...]

By |May 2, 2019|