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Asset Allocation: What to Think About

Money-Guy 03-18-2011 Today, we are going back to the basics and talking about the importance of asset allocation. This podcast is meant to remind our devoted listeners, and reveal to any new listeners, some of the fundamentals of financial planning and how to best...

How Well Do You Know Indexed Annuities?

Money-Guy 06-24-2010 What if I told you there was an investment where you had a guaranteed rate of return when the stock market was doing poorly, but then you could make even more when the stock market goes up? Sound too good to be true? Well, it just may be… I...

Selecting Tax Efficient Investments

Money-Guy 03-10-2010 Today’s show was spurred by two things: 1) it’s tax time and, therefore, thinking about taxes and tax planning is fresh on most people’s minds, and 2) a letter we received from one of our Premium Subscribers. In the letter, he...

The Tortoise, or the Hare?

Money-Guy 10-27-2009 Today’s show is on a topic that I feel is very easy to understand but, for some reason, very often overlooked. While overlooking this seemingly small concept may not seem like a huge deal, the impact it can have on your investment portfolio...