Home Authors Posts by John Kageleiry

John Kageleiry

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Finance 101: Required Minimum Distributions

As many Americans know, they will be required to take a mandatory minimum distribution from their tax deferred accounts at age 70.5. So what...

Finance 101: The end-of-history illusion

Over the long arc of time, things rarely stay the same. What was the steady rock of consistency yesterday is somehow irrelevant today. We...

Finance 101: When wildness lies in wait

“The real trouble with this world of ours is not that it is an unreasonable world, nor even that it is a reasonable one....

Finance 101: Control what you can control

In today’s hyper-connected information and news-cycle world, we are constantly buffeted with more, often contradictory, messages. Everything moves fast. We are subject to so...

Finance 101: Tax-efficient accounts

Over the past several years, the world of personal investments has moved steadily toward lower costs. The greater adoption of things like index mutual...

Finance 101: Ready for college costs? Maybe

The goal of attaining a college degree is deeply ingrained in the American dream. It’s both aspirational and practical. Almost 70 percent of high...

Finance 101: Enjoying life, now or later

I have often wondered why people, in general, seem unwilling to do any kind of actual financial planning for their later years. A short...

Time to give up on bonds?

I came across yet another article citing how high stock market valuations are. It uses something called Shiller’s CAPE ratio as a reason to...

Thoughts on the underappreciated merits of worry

With the most recent parabolic pyrotechnics in the stock market, a lot of people were feeling pretty good. It’s hard to blame them. What...

Finance 101: We get happier as we age

I have long followed Tadas Viskanta's excellent blog, Abnormal Returns .  As an advisor and planner, I find it to be an excellent resource...

Finance 101: Bull markets

This run in the stock markets, over the past 20-plus months, has been pretty impressive. Since the lows in February 2016, global stocks, as...

Estate planning

When people hear the phrase “estate planning,” most think, “That’s for wealthy people.” And while wealthy people, at least the prudent ones, take the...

Finance 101: Young and out in the world

Let’s face it: Starting out on your own after escaping the cloisters of your parents’ home or college is pretty great. You can now...

Finance 101: Retirement Saving

So you’ve been pretty busy these last 30 years and, for a range of reasons, saving for retirement has taken a backseat. The last...

Finance 101: Planning for healthcare costs

Since the presidential election, the topic of healthcare costs has been front and center in our national discussion. While President Trump’s agenda was recently defeated,...

Finance 101: Divorce?

If you are divorcing, the impact to your finances could be significant, whether you are handling the process via mediation or are headed to...

Finance 101: Financial planning for women

Does financial planning differ between genders? As the old chestnut goes, “Women are from Venus, men are from Mars.” I think we all can...