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Six Asset Classes – August 2013 Returns
Returns in August were negative across the board with US stocks losing the most.
Wealth Inequality In America Series
This series of blog posts were intended to be a more reasoned reply to a complex issue.
Using A Mortgage Wisely
Most Americans have a home mortgage. The rich often have two.
Get Out Of Debt
Getting out of debt is the first step to building real wealth.
Safety Second
Fun first. Freedom first. Innovation first. Financial goals first. But not safety. No one says, “That looks safe; I wonder if it is fun.”
Radio: America’s Wealth Envy
“Inheritance, almost uniquely, has the ability to anger both those who believe in equality of means and those who believe in equality of outcome.”
Beneficiary Designations: Per Capita or Per Stirpes?
Before a grandmother passes away, both her sons predecease her. Left with only her daughter and grandchildren, depending on her titling one of three things may happen.
Is The Optimum Level Of Annuity Ownership Negative?
Does it actually make sense that people should buy annuities as much as conventional wisdom says?
Links Exist Between Your Generosity and Your Friends
The study also found that when wealthy people are heavily clustered in a neighborhood, their generosity drops.
Should We Hate the Richest Kids in the Graveyard?
“They don’t deserve it!” is the most common complaint. And in most cases it’s true
Should You Pay Off Your Mortgage? (August 2013)
This should not produce a hand-wringing vacillation between the two answers.
Is Angel Investing For You?
You may be a good candidate to become an angel investor if….
Do Investors Deserve to Make Money?
When I work my 9 to 5 job and earn a paycheck, I receive a paper certificate I can trade in for the real reward of my labor. But why do investors get a reward?
Retirement Planning
Retirement Planning is perhaps the single most important goal of comprehensive wealth management.
Power Fund a 529 Account Via ‘5 Year Election’ in 2013
Investing a large lump sum amount into a college 529 savings plan using a special ‘5 year election’ can offer substantial tax savings.