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Money Matter$

Insights from the Sommers Financial Management Team

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An Everyday Millionaire by Ken S.

With the help of my son Adam’s knowledge about everything money, I can now call myself an “everyday millionaire“, a phrase coined by Chris Hogan, author of Everyday Millionaires. The total of my bank accounts and investments minus my debts comes to more than $1 million.

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Investment Allocation Commentary & Ramblings by Jan Z.

Adam always seems to be tweaking his investment method madness. Recently he decided to simplify his clients’ pie charts to only three slices (asset classes) to allow for increased opportunistic monetary benefits. Say what? Imagine you are a caterer. You provide a menu for a mid-summer event, and dessert is listed as BAKED PIE. How vague, right? How lame, right? Au contraire! At event time, you will choose the very best of the season. Fruits at their peak ripeness! Locavore pies! Wonderful, bursting-with-flavor summer pies! If tree fruits are not in season, then you will go with berries.

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