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How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
Mutual Fund 101 Quiz – The answers
Check your answers to the Mutual Fund 101 Quiz below. Click on the links beneath each group of answers to see the related Money Talk Videos. To peruse all of the Mutual Fund 101 videos, click here on Landaas.com or here on the Landaas Money Talk YouTube channel. 1. Academic research has credited more than 90% of…
The right mix of investments
By Bob Landaas I spent an hour recently with a client who was wondering about the right stock/bond mix. It’s an important question. Recently, the Wall Street Journal reported on research showing that since 1926, if you were invested 100% in stocks, you would have made 10% a year. If you had 60% in stocks, 40% in bonds, you would have made 9%. […]
Resetting Morningstar web portal passwords
There is a necessary balance needed between security and convenience. Stronger security often leads to less convenience for home computer users. In the case of the Morningstar Client Web Portal, users are allowed five login attempts before their account becomes locked. Once an account is locked, Landaas & Company associates have to communicate with Morningstar…
Expressing gratitude
Through November, the stock market was on track for one of the 20 top annual returns since the 1929 stock market crash. In a MONEY TALK VIDEO, Bob Landaas talks about what that could mean for charitable giving. […]
A cloud of feedback
Responses from more than 100 clients at a recent Landaas & Company function resulted in this computer-generated word cloud. Clients were asked, “What do you like about Landaas & Company?” Words show up more or less prominently depending on how frequently they were mentioned in the responses. initially posted Sept. 26, 2012 Go to Money…
Higher service
To further enhance its customer service, Landaas & Company has added two new investor associates, Tom Pappenfus and Mike Hoelzl. Tom came to the firm as a summer intern and quickly showed his enthusiasm for financial services and working with clients. “My passion for finance and investing started in high school and continued through college…