Inflation is one of the most important factors in nearly every aspect of financial planning and wealth management.
Read More...Eureka!
Each title is an index of related posts or a series of posts.
Financial Advice for Recent College Graduates
Financial advice for college graduates is easy. Graduates street smart enough to take the advice is rare.
Read More...Gold, Silver and Resource Stocks
The optimum asset allocation to physical gold and silver is 0%. Instead, we recommend you use resource stocks as an inflation hedge.
Read More...Tax Planning
A dollar saved on taxes is worth more than a dollar earned. If you earn another dollar, they will just tax you again.
Read More...Risk – Return Decisions
Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds). There is no such thing as a safe investment that pays market rates of return.
Read More...Rebalancing asset classes and subcategories
Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike. Here are the principles on building and rebalancing asset classes and subcategories.
Read More...Safeguarding Your Money
Given all the greed and deceit in the world of financial services you shouldn’t have to trust your financial advisor. Here is a list of eight safeguards that should be in place to help safeguard your money
Read More...Before You Say “I Do”: Money & Marriage
Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains. Here are several things to talk about before tying the knot.
Read More...Rich Dad, Rich Daughter
“Small changes over a long period of time make all the difference.” Learn how to teach financial wisdom to your children with Megan Marotta’s series, “Rich Dad, Rich Daughter.”
Read More...
