I am frequently asked to give nuts-and-bolts advice for married couples. As for big pictures…
Read More
Why is there a piece every day in print or digital media bemoaning the lack…
Written by Clay Melsheimer Over the past year, there have been an increasing number of…
This is a slightly edited version of my last blog post. This is for people…
With graduation season upon us, there will be the usual barrage of stories in the…
Much financial news purports to be about the future but is really just an account…
Nothing is as difficult for people as not deceiving themselves. While some self-delusions are relatively…
Connecting the Dots (is not a great way to come up with your investment policy) …
Why a Business Owner’s Exit Plan Is So Important What happens when we’re sick of…
Bond Risk in your Portfolio? With interest rates near historical lows, investors should be concerned…
Mutual funds provide various benefits including diversification, convenience and cost advantage, so it’s no wonder…
Written By: Alexandra Bartsch, Intern Anyone who has looked at their Quarterly reports in detail…
Written By: Alexandra Bartsch, intern Say you were presented with three investment opportunities: One was…
Written by: Alexandra Bartsch, Intern With such a diverse range of investment strategies out there,…
I take a very simple approach to investment products: I believe that most people, in…
Academic research offers strong evidence that the bond market is efficient, and that bond prices…
It looks like August will be a down month for both stocks and bonds. We…
I read something pretty distressing in Jason Zweig’s column in the Wall St. Journal recently….
Did anybody see this article in the New York Times on the 97 year old worth…
You have probably heard more warnings about scammers than you’d care to think about, but…
In my May 2013 E-Newsletter, I warned investors to have some bonds, not all bonds in their portfolios. Over…
With graduation season upon us, there has been a barrage of stories in the media…
Many popular books tend to oversimplify things and make it seem as if anyone can…
If you want to do financial planning right, find a CERTIFIED FINANCIAL PLANNER™ professional. Everyone…
Financial Planning is made more difficult than it has to be because most of the…