We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.
Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm.
Donating stock instead of cash to fund your charitable giving can increase your wealth. If you hold low-basis securities (i.e., stocks or funds acquired for much less than they’re worth today), consider using them to fund the majority of your charitable donations
Increase your chances of success by taking time to do your research before choosing a financial planner, and be sure to interview at least two candidates before you commit. Understand the fee structure, since any fees are a headwind to your portfolio returns
If you can buy it, an “own occupation” long-term disability policy is best. Own occupation coverage provides protection in the event of a disability that
What is a cash reserve? A reserve of cash is important to pay for ongoing expenses—such as credit card, medical, and tuition bills—and to cover
A will allows you to specify what you want to happen to your assets after you die. Your need for a will is not based on
Fads come and go, but investing is like music: true classics stand the test of time and remain relevant long after they were initially composed. The classic concepts below are all members of the “Investing Hall of Fame.”
Donating stock instead of cash to fund your charitable giving can increase your wealth. If you hold low-basis securities (i.e., stocks or funds acquired for much less than they’re worth today), consider using them to fund the majority of your charitable donations
Increase your chances of success by taking time to do your research before choosing a financial planner, and be sure to interview at least two candidates before you commit. Understand the fee structure, since any fees are a headwind to your portfolio returns
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