fbpx
U

An Heir-Tight IRA

Money-Guy 08-28-2009 Today’s show is one of those nitty-gritty topics that may not always be the most fun or most exciting, but it is definitely one of the most important. Today I want to share the significance of making sure that your beneficiary designations...

Mutual Fund Screeners

So here you are. You have been listening to the show for a while. You understand efficient markets. You understand asset allocation. You even understand equity-risk premium and risk/reward trade-off.  Now, how do you implement? This is a problem I see all too often....

The Silver Lining of a Financial Crisis

What a week! Actually, what a past couple of weeks! Obviously, it wouldn’t be too hard to harp on all of the bad stuff going on right now. So, instead of doing that, I would like to focus on some of the silver lining and maybe some of the positive things that...

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 market update letter for my clients. It’s during these volatile times that good advisers prove their worth to clients, and as you can imagine...