Investing

Portfolio Management-NAPFA-FeeOnly

Money Management Lingo

Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other profession, we sometimes have a funny way of saying it. Following are a few of the most common terms related to money management. Assets Your assets sustain your financial being…

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Investment Management - NAFA - FeeOnly

Dimensional Fund Advisors and Vanguard (Part II): Dimensional’s Advantages

As I discussed in a previous article, Dimensional and Vanguard are similar but are different in some key respects.  While neither fund family relies on forecasting or individual security analysis, Vanguard funds are index funds while Dimensional funds are not. Both fund families are great options for investors.  However, Dimensional provides several advantages that may…

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Wealth Management - Retirement Planning - NAPFA - CFP

Using Donor Advised Funds to Maximize the Value of Charitable Gifts of Appreciated Stock

Through a Donor Advised Fund (DAF), a donor can make a charitable contribution, get an upfront tax deduction, and then recommend what charities to support and when. Funds can be distributed immediately or over time. In addition to the upfront tax deduction, DAFs also offer an added tax advantage when a donor makes a gift…

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Financial Advisor - Jupiter FL

How to Use Asset Location to Increase After Tax Returns

  Most of us have heard of asset allocation – the process of dividing a portfolio’s assets across various parts of the market according to an investment plan that takes into account an investors goals and risk tolerance.  Asset location, on the other hand, is a tax minimization strategy that takes into account how different…

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