Is Your Home An Investment?

Is Your Home An Investment? The Facts Are In…

Is your home an investment? Is anyone’s home a good, long-term asset? For a long time, the answer was yes. And real estate is still a good deal for investors, … Read more

Posted on July 30, 2012 by
U.S. flag image by Sam Howzit

Best Place to Invest Money Now? Blankfein Speaks

Think what you like about Wall Street (and its sometimes-obscure motivations), you’d be very lucky to buttonhole one of its brightest minds even for a few moments and ask the … Read more

Posted on July 26, 2012 by
Americans misunderstand their safe withdrawal rate

Safe Retirement Withdrawal Rate? Guess…

What’s a safe retirement withdrawal rate? If you’re like most Americans, you probably think that you need $1 million to achieve it. And there’s a reason you think that. Financial … Read more

Posted on July 25, 2012 by
Ticking clock image by Earls 37a

401k Loan Default Time Bomb Is Ticking

One of the overlooked effects of the credit crisis has been the lengths to which otherwise prudent people were pushed to keep their heads above water. Unsurprisingly, a potentially huge … Read more

Posted on July 25, 2012 by

‘Lie’-bor, Or The Art Of The Lie And Your Money

Lying has a noble history, hearkening back to the beginning of time itself. By taking a simple jaunt back to the Garden we find God’s booming, “Who ate my apple?” … Read more

Posted on July 20, 2012 by

Sell Your Company’s Stock In Your 401(k)

Finally – July 2012 has arrived!  Employees all over America will get the sobering news that there really are fees being siphoned out of their 401(k) accounts and the amounts, … Read more

Posted on July 14, 2012 by

Portfolio Envy – Size Does Matter

While Freud’s 1908 theory of penis envy has been wrought with controversy, financial sciences have clearly demonstrated that when it comes to money management, most men should have a serious … Read more

Posted on July 6, 2012 by

3 reasons why you aren’t diversified

Few investors truly understand what it means to have a diversified portfolio. Most believe that owning 20-50 stocks, or a few mutual funds, means that they are diversified. But they … Read more

Posted on June 30, 2012 by

Costly Funds Are Today’s Snake Oil

New research reveals that investors believe high-price mutual funds can produce investment miracles. Few mutual fund investors would ever equate themselves with the gullible folks that bought Clark Stanley’s snake … Read more

Posted on June 22, 2012 by

Stressed Investors Shouldn’t Change Lanes

A new client recently looked at one of our recommended portfolios and was concerned. He wrote: “I understand the idea of spread the assets as broadly as possible to play the … Read more

Posted on June 15, 2012 by