Articles

Peik Lin is a person who sees the recipients of her family’s spending the same way as people.

Although the NPR commentators suggest that the corporate heart is growing fonder of government, feeling wistful, and longing for government bureaucracy, nothing could be further from the truth.

Market corrections are so common as to be largely ignored by long term investors.

More and more family plans are actually composed of many different independent people in the eyes of the government.

Schwab’s presentation is designed to show a real time accounting of your portfolio’s value. It is not designed to report on your portfolio’s performance.

On Tuesday, January 8, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss financial resolutions for the 2019 new year.

Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.

There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

Astrid Leong is simultaneously one of the wealthiest characters and, even though she has a massively large standard of living, one of the thriftiest.

“We have simply not been able to serve those who really need us the most.”

To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.

For all of these reasons, our recommended investment strategy does not focus on dividend-paying stocks.

There is a tangled web of rules and options. For any given family situation and set of desires, there is a best answer when it comes to meeting your wishes, minimizing the tax owed, and optimizing your estate plan.

Brokers tell investors they’re trusted advisors, and then tell the courts they’re just sales people.

“My greatest regret is not being able to convince as many investors as possible of the difference between real risk and phantom risk.”