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Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.

Although these questions may help some people discern which professional to sign up with, I like our ten questions better as they cut to the heart of the matter. That being said, the more you know about an advisor the better.

That the program failed is not a surprise. That the government decided to close a failed program, however, is.

These are two ways to benefit from the higher standard deduction while still fulfilling your charitable intentions.

We are a statistical outlier: We are young; we are female.

There are as many as 60 different stock markets around the world.

How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

Although they are cheaper, the robo-investing accounts are not beneficial to everyone.

With a bit of planning, you can make the practical gift very personal.

There are always those who discount the power of having a diversified portfolio in favor of putting everything in whatever is going to go up the most.

The best way to ensure that you save and invest is to automate the process.

These are complex formulas, but they are valuable calculations that show that there is an expected increase of return which will justify selling even a highly appreciated asset.

Be very careful filling out these forms and be sure to ask for help if you need it.

Yes, but if you have complex wishes, you should utilize paperwork.

If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest.