We’ve changed our name. The BAM ALLIANCE has become Buckingham Strategic Partners. Find out more

BAM Intelligence

How My Investing Philosophy Changed in My 40s

When I was quite young, somewhere around age 11, my dad sat me down with his HP 12C calculator. He showed me what keystrokes to use to see how my money would grow in a hypothetical situation, one where I was able to fully fund my IRA (which back then had a $2,000-a-year annual contribution limit) annually from that age forward. He then showed me how to “stress test” it. We ran the calculations for various different potential rates of return.

Continue reading on TheWallStreetJournal.com

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2014, The BAM ALLIANCE

Share Button

As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, Manisha is an ardent advocate of financial literacy for women. She is passionate about providing the financial wisdom that women and families need to redefine their relationship with money, helping them create lives aligned with their values and goals through a program of integrated, holistic financial life planning and evidence-based investment management.

Industry Events

No events scheduled at this time.