How to Maximize Your Wealth in 5 Easy Steps
Wealth is more than just a measurement of your balance sheet. It is a measurement of how you live. Do you live your life to...
How Charitable Giving can be a Powerful Estate Planning Vehicle
Approximately 70% of Americans make charitable contributions during the year. Most of the contributions are done in the month of December. Often the contributions are...
What You Should Know About REITs
REITs (Real Estate Investment Trusts) were first allowed for in the United States in 1960 when President Eisenhower signed into law the REIT Act. This...
Am I Ready to Invest?
Plenty of times I have been approached by young couples in their 20s or 30s with this question – “I think we should start investing, what...
Everything You Ever Wanted to Know about Investment Expenses – Infographic
“Every dollar of investment expense is one less dollar you have available for re-investment and your future use.” Very few financial advisors volunteer complete, accurate...
A Decision Framework for Holding Long Term U.S. Government Bonds
Investors should only take risk if there’s a reasonable possibility of reward. In this article I examine the risk-reward trade-offs of 10 year U.S. government bonds....
10 Personal Finance Steps to Take in 2015
Let’s face it, after the holiday season spending spree is finished, most of us feel like our bank accounts are a bit lighter than we’d...
10 Financial Resolutions for 2015
According to a recent article in the Journal of Psychology, almost half of all Americans make a New Year’s Resolution. What do most of us want to do...
Want a Higher Return Pick a Cheaper Mutual Fund
When choosing mutual funds for our portfolio too often we get caught up in the returns of the fund while not asking ourselves the most...
Where is the Risk?
This past year has left many investors scratching their heads and thinking, “Why all the focus on risk when the stock market keeps marching higher?” ...
