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These are the wolves of Wall Street pretending to be the helpful sheep of investment advisors.

Any money you put away and invest now will have the longest time to grow, due to the magic (or actually, the mathematics) of compound interest.

This is why we call ourselves comprehensive wealth managers.

A reader asks, “My wife has a $250K SEP IRA earning 1.5% interest. Can we use any of the funds for real-estate investments?”

“Once you put cream in the coffee, all coffee removed from the cup is partly cream and partly coffee.”

Schwab Charitable Donor Advised Funds make the gifting process easier.

We are all embarrassingly honest with search engines.

Even half of what they collect in Social Security could provide a better private benefit.

The short answer is, “No.”

Those who stand by and do nothing are complicit in aiding the loss of freedoms for others.

“We don’t have concentration camps and political dissidents and large numbers being hauled into prison because we don’t need that because we have effectively put prisons inside people’s minds.”

Don’t let the noise of random returns ruin a brilliant investment strategy.

“Estimates range from $5,000 to $20,000; sharp opposition to Finra getting involved.”

The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty.

Despite their complexity, these exchanges have the potential to save vast amounts of money.