Articles

Only recently has Main Street been so fully invested.

Without taxes, you could leave work at 2:25pm.

It is possible to avoid driving a wreck without wrecking your finances.

Investors have been told, “Invest in what you know.” While this may have been a good adage for avoiding investing in companies with no business models, it is a poor rule of thumb to use when building diversified portfolios.

Stress released in one area results in delayed releases in other parts of the economy.

Check your retirement, your marriage and your mission.

Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds).

Investing isn’t about finding a four-leaf clover or the pot of gold at the end of the rainbow.

Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.

When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable.

Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).

Some 401(k) plan’s generous matching contributions are completely eroded by the plan’s excessive expenses.

Australia’s five-year annualized return was 24.10% compared to 14.98% for the MSCI EAFE and 6.19% for the S&P 500.

How much should I save this month? What return did I earn last year?