Dumb and Dumber
“Don't just do something, stand there!” is easier said than done. All investors have a breaking-point. And most believe it to be higher than it...
A Retirement High-Life
“Your life is made of two dates and a dash. Make the most of the dash.”
Twice a year a client of mine leaves the...
Save Money. Live Better
Wal-Mart’s slogan is “Save Money. Live Better.” Just don’t do your banking there. Check-out this WSJ analysis:
On a rainy morning in April, Anna Proctor...
Wall Street Research or Paid Advertising?
Most seasoned investors have long suspected that Wall Street research is compromised. Wall Street is not in the research business. Wall Street’s big banks...
$1 Million Ain’t What it Used to Be
USA Today on what a million dollars means today:
You've been saving like a miser to get ready for retirement. You've pinched pennies, kept that...
How $50K is Worth Millions in Retirement Income
Don’t hate the messenger, but one of the best ways to guarantee income in this low yield environment is to continue working. Your salary...
Who’s Watching Your Money?
There are a lot of charlatans out there that have been trusted with the management of other people's money. It's shocking how many get...
Your Greatest Investment
Paul Ewing
Lucky you. I get to speak with successful businessmen on a regular basis. Their greatest investment tends to be in their business not...
5,000 Jokers
You deserve the peace of mind and comfort that a trustworthy investment advisor brings to you. Unfortunately the investment business is loaded with scammers...
Conflicting Advice
An investment advisor is required by law to act as a fiduciary for his client. A stock broker, or “wealth manager” as they refer...