Can I interest you in a car that has a built-in dishwasher? It’s just like a regular car, but unwieldy to drive, and more expensive to purchase and maintain. The automobile-dishwasher has huge downsides but, just think of the upside: you can do your...
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.
alternative investments, capital gain, fee-only financial planner, financial planning, investing, investment management, money, retirement, risk, robo-advisor, taxes
Imagine wandering around your favorite department store. There is a massive sale – with many products being sold below cost! The deals are so good, that you wonder if the merchandise is any good. “Perhaps,” you think to yourself, “they must be knock-offs. “Or,”...
behavioral finance, fee-only financial planner, financial planning, investing, investment management, money, safe money
Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the Dow Jones Industrial Average?" The answer to Phil's question simply has to do with which type of . . .
alternative investments, fee-only financial planner, financial planning, investing, investment management, money, real estate
In a previous post, we discussed three distribution options available to pensioners. That is, how will you receive the money offered by your pension? While there are multiple ways a pension fund can pay out benefits, we discussed three of the most common options...
employer benefits, fee-only financial planner, financial planning, investing, investment management, money, pension, retirement, risk, safe money
You want to know how much money your investment is generating, right? This knowledge can help you determine if the investment makes sense for you. That is, should you give it the boot, or hold it forever? To figure out the return of any...