April 21, 2015

Cost-Benefit Analysis for Financial Planning

Cost-Benefit Analysis for Financial Planning

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The cost of commission-based advisors are so hidden that you may be paying more than you realize.

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Giving To Charity In Order to Receive An Annuity

Giving to a Charity to Receive an Annuity

Every nonprofit needs to keep an up-to-date list of the types of assets that they will accept as donations.

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Q1 2015 6 Asset Class Returns

First Quarter 2015 Returns: Our 6 Asset Classes

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Each quarter brings a different set of returns for each asset class and subcategory.

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Best Credit Card for 2015

Best Credit Card for 2015

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We are not normally fans of credit card offerings, but this one might be worth using as your primary card.

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boxwood hedge maze

How to Be a Good Executor

You’ve been named the executor of a relative’s will – now what?

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Investors Greatly Undervalue Safeguarding Their Money

Investors Greatly Undervalue Safeguarding Their Money

Ten principles of safeguarding your money applied to the latest investment scandal.

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Nobel Prize Worthy Advice On Investing

Nobel Prize Worthy Advice On Investing

Here’s how a good advisor should respond when you call about losses in your account.

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Is Lawsuit Funding A Good Investment?

Is Lawsuit Funding A Good Investment?

“Lawsuit lenders do not advertise prices; they advertise convenience.”

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Schwab Intelligent Portfolios: Services Not Provided

Schwab Intelligent Portfolios: Services Not Provided

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A computer algorithm cannot help you with these things.

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Inside Umbrella

How Do I Structure My Accounts for Automatic Savings?

Often the needs and wants of the present take our attention at the expense of the future. You want a system that will prioritize saving without needing your constant attention.

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