While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high levels of anxiety. Read more
What do March Madness, Monkeys, and Mutual Fund Managers Have in Common?
Two of my favorite things in the world are basketball and investing. While watching March Madness, I couldn’t help but think of some parallels to the world of investing. Read more
Asset Location – An Overlooked, but Effective Tax Strategy
Asset location can help you significantly increase your after-tax retirement income, without saving more, retiring later, or trying to “beat the market”.
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Portfolio over $1M? You’re Paying Your Financial Advisor Too Much
For decades the status quo in the financial advisory world has been to charge clients around 1% of assets under management. This fee arrangement has many advantages. Unfortunately, most of those advantages are enjoyed by the advisors, not the clients. Read more
5 Productive Things to Do During a Stock Market Correction
Stock market corrections are never comfortable. Unfortunately, they’re also not very rare either. In fact, the market has historically averaged a dip of about 14% at some point during each year.
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Why You Need to Know Dimensional Fund Advisors (DFA)
Would you like to know how winners of the Nobel Prize in Economics invest? Look no further than Dimensional Fund Advisors (DFA). DFA has been implementing the great ideas in academic finance since it was founded in 1981. Read more
What is a Fee-Only Financial Advisor?
Over the last few years, there has been a lot of talk about what it means to be a fee-only financial advisor and a fiduciary. Read more
How Often Should You Check Your Investments?
Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes daily or even multiple times a day. This is a recipe for disaster. Read more
10 Things To Do With Your Money – Before You Buy Whole Life Insurance
I recently met with a prospect who was looking for a second opinion. He was being offered a whole life insurance product from a well-known financial firm. Of course, he had received the standard pitch – higher returns, better tax treatment, ultimate flexibility, etc. Read more
Stop Looking For The Next Amazon
Wouldn’t it be great to get in on the ground floor of the next Amazon, Google, or Apple? With just a small investment in any of these companies, you could have funded your retirement. Read more
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