Entries by Aaron Skloff, AIF, CFA, MBA

Retirement Account Rollovers

Money Matters – Skloff Financial Group Question of the Month – October 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We have numerous retirement account accounts that are difficult to track and even more difficult to optimize their risk and return.  We are trying to consolidate the accounts.  What retirement accounts can we rollover […]

Retirement Savings – Now or Later

Money Matters – Skloff Financial Group Question of the Month – September 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: I want to save for retirement.  Should I save a smaller amount today or wait until I’m older and save a larger amount? The Problem – Retirement Savings – Now or Later Many of […]

Retirement Savings – Now or Later

Click to Enlarge Let’s look at an example of two retirement savers.  Bob is 24 years old and chooses to invest $250 per month until he retires at the age of 65.  At the age of 24, Sue decides to delay saving until she was 40 and would save $500 per month until she retired […]

A Primer on Cryptocurrency – L2inc

A Primer on Cryptocurrency By popular demand, Scott and Aswath Damodaran discuss topics in cryptocurrency, from why it’s impossible to value to why people choose Bitcoin over gold.  Click Here for Your Long Term Care Insurance Quotes    

$500,000 Roth IRA Contribution – HEART Act

Money Matters – Skloff Financial Group Question of the Month – August 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: My spouse died as an active duty member of the U.S. military.  Can I deposit some or all of the insurance proceeds I received into a tax free account? A: The Problem – Creating […]

Valuing Tech’s Titans – L2inc

Valuing Tech’s Titans Are we basing companies’ valuations on the right criteria? In this long-form conversation, Scott and NYU Stern colleague Aswath Damodaran discuss what the top digital companies are really worth.  Click Here for Your Long Term Care Insurance Quotes