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Hedge Inflation Risk with Hard Assets
on June 4, 2007
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One of the asset classes that we use to build diversified portfolios consists of hard asset stocks.
Portfolio Rebalancing Boosts Returns
on May 28, 2007
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Rebalancing your investments can help boost your returns and minimize risk. This simple contrarian move can help you compound your investment gains over time. With the markets at an all-time high, this may be a good time to rebalance your portfolio.
Financial Harmony In Marriage
on May 21, 2007
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If you don’t have the time or the interest, you may be the problem.
A Short History Of Wall Street
on May 14, 2007
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Only recently has Main Street been so fully invested.
Tax Freedom Day Arrives on April 30, 2007
on April 30, 2007
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Without taxes, you could leave work at 2:25pm.
Buying a Car Without Breaking the Bank
on April 23, 2007
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It is possible to avoid driving a wreck without wrecking your finances.
Familiarity Breeds Concentration
on April 16, 2007
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Investors have been told, “Invest in what you know.” While this may have been a good adage for avoiding investing in companies with no business models, it is a poor rule of thumb to use when building diversified portfolios.
Breaking Spaghetti: A Seven-Year Financial History
on April 9, 2007
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Stress released in one area results in delayed releases in other parts of the economy.
Financial Planning For The Second Half Of Marriage
on April 2, 2007
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Check your retirement, your marriage and your mission.
Portfolio Allocation: Risk-Return Mix
on March 26, 2007
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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).
The Celtic Tiger: The Greening Of Ireland
on March 12, 2007
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Investing isn’t about finding a four-leaf clover or the pot of gold at the end of the rainbow.
Start Your Own Dynasty Trust
on March 5, 2007
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Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.
Be Choosey When Giving to Charity
on February 26, 2007
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.
Donor Advised Funds
on February 12, 2007
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Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable.
IPS: Build Your Financial Dream Home with a Good Blueprint
on February 5, 2007
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Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).