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Tag: asset allocation

episode

Time For Your Check-Up…

With all of the media coverage concerning the new health care legislation, it would be easy to focus on the…

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Selecting Tax Efficient Investments

Today's show was spurred by two things: 1) it's tax time and, therefore, thinking about taxes and tax planning is…

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The Tortoise, or the Hare?

Today's show is on a topic that I feel is very easy to understand, but, for some reason, very often…

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“Dead Ideas” Living On

How would you feel about outperforming the stock market by 15% - 20%? Holy smokes! That sounds pretty great doesn’t…

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DCA: Maybe the Most Important Investment Decision You Will Ever Make

So once again this week's show topic was inspired by real life events. You would have to be living under…

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Mutual Fund Screeners

So here you are. You have been listening to the show for a while. You understand efficient markets. You understand…

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Year of the ‘Re’ – Refinance and Rebalance

Well, so far the beginning of 2009 has felt quite similar to the last part of 2008. That, however, does…

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Navigating Stormy Economic Waters

Pick your economic worry — there’s more than enough to go around: mortgage crisis? faltering U.S. economy? government deficits? skyrocketing…

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Fear, Financial Markets, and Your Money

I’m a day late with this post because I spent most of yesterday fielding concerned phone calls and writing a…

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2008 Financial Resolutions and How Not to Have a 1987 Portfolio

I can not believe that it is already 2008. A new year can represent a fresh start for many. I…

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