Latest Articles

#TBT Full-Nest Syndrome
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Many adult children are returning to live at home somewhat involuntarily. What can parents do to help? This 2011 article offers some wisdom.

2024 Market Outlook for Global Stock
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We agree with Kleintop’s assessment that valuations suggest that international equities are poised for more gains.

#TBT The Democratization Of Wealth
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George Marotta reminds us in this 2002 article, “Each person can best help society by developing his or her talents to the fullest. In the process, some will earn very large incomes, but that’s OK.”

CFP Board Cannot Be Expected To Discriminate Based on Fee-Only
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The CFP Board is compensation neutral, but it is only because of how they are paid.

#TBT How to Change a 529 Plan Account Owner
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When a 529 plan is set up, there are two important people associated with the account. The first is the account owner. The second is the beneficiary. Both can be changed.

Lower Expense Ratios, Higher Returns
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This simple example demonstrates the importance of expense ratio.

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