Interview: What Role Should Dividends Play in Your Retirement Plan?
I was recently interviewed by Gary Foreman of the website DollarStretcher.com about the role of dividends in a retirement portfolio.
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Parenting Your Wealth
No matter the age of your children, whether they are toddlers or even adults themselves, being a parent is not easy. Neither is being an…
Pursuing a Better Investment Experience
Let’s face it, much of the traditional financial services industry has failed to serve investors properly. A sales-driven culture and an active-management investment model has…
Tips for Tax Efficient Investing
An investment portfolio with a mix of stocks and bonds will produce three types of investment return: interest, dividends and capital gains. Added together, they…
An Advisor’s Promise
As financial advisors, people rely on us to provide direction regarding their financial well-being. Confusion can arise when the advice that we offer is not…
Higher Earners May Once Again Face Steep Hikes in Medicare Premiums
For those you who are on Medicare or who will be eligible for Medicare in 2017, the costs of Part B premiums may be substantially…
Our Mixed Up, Messed Up Relationship with Investment Risk
This summer already is destined to deliver plenty of uncertain outcomes. On the political front, there are the especially stark contrasts found among the US…
Baseball and Investing: How to Win at Both
Last night, I was sitting at my 10-year old son’s little league playoff game. It was the last inning – bottom of the 6th -…