Does Your Portfolio Pass My Three Step Test for Balance?
Back in 1993 I explained my three-step test for balancing your investment portfolio between bonds and stocks. At the time I was recommending Treasuries,...
Are the Good Times over for Card Lenders?
For years credit card lenders have been reaping profits, but rising losses and consumers who demand more rewards for their business have lenders on...
Are Americans Making a Big Mistake with Their Savings?
Regardless of the savings vehicle being used, Americans simply aren't saving enough for retirement. The Wall Street Journal reports:
Financial experts recommend people amass at...
These are the Questions You Need to Ask Your Advisor: #1
I’ve been writing to you for years about the difference between the fiduciary and suitability standards (Read here, here, and here for starters). A...
Is Your Money with the #1 Online Broker?
No surprises here as Kiplinger’s names Fidelity as the top online broker thanks to its mix of services, investing products, and retirement-planning tools. If...
How to Buy a Boat: Part II
Once you decide you want a boat you need to decide what kind of boat: Power or Sail.
I have a ton of memories from...
Bespoke Gold
You should be able to buy a fine suit with an ounce of gold. Good luck with that at Marc Allen.
Over the years I’ve...
Even the Wealthy are Broke
Upper-middle income Americans aren't saving much money says a report from the Federal Reserve. Only 45% of upper-middle-income Americans reported saving any money in...
Best Day to Buy a New Car: This Sunday
Here’s a fun post for you. According to data from Truecar, presented in the nifty infographic below, the best month of the year to...
Skimming: 3 Steps for Preventing Identity Theft
You've probably heard about credit card skimming at gas stations and ATMs. My client told me how it happened to him twice while wintering...