Wisdom from a Market Veteran
Below are some excerpts from a speech that Bob Rodriguez, the CEO of First Pacific Advisors gave at a recent CFA event.
Rodriguez isn’t a...
Year-End Market Update
I was on the phone with a client Wednesday morning when another line lit up indicating someone was being buzzed into my office from...
Free Lunch Alert
The Wall Street Journal did a piece on troubled stockbrokers this week. It shows how certain areas of the country are loaded with brokers that prey on...
Where Not to Die
Here you get the picture for estate and inheritance taxes:
How Long Can Your Nest Egg Last?
I clicked through this lifespan calculator offered by Northwestern Mutual. Just click here to calculate your lifespan. Drawing down 1% per quarter (4% annually)...
Do This to Avoid Catastrophic Portfolio Losses
If you are retired or soon to be retired, you know firsthand how the stress of managing money rises as retirement becomes a reality....
Market Collapse: Last Mango in Paris
“If the phone doesn’t ring it’s me” -- Jimmy Buffett
Are we having fun yet? Since peaking at 17,279.74 on September 19, the Dow Jones...
Teach a Grandchild How to Invest: Part II
Teach your grandson these two invaluable skills for investing and help him build a relationship with money that will serve him for a lifetime.
Compound Interest: The 8th Wonder of the World
Albert Einstein referred to compound interest as the 8th wonder of the world. Just look at the power of Investor #1's contributions early in...
Teach a Grandchild How to Invest
If you want to teach your grandchildren how get beyond some of the most difficult challenges an investor can face, then do the following: Open...