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 . . .
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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...
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...
In the fiduciary model, the financial advisor is legally obligated to act in the client’s best interest. This legal obligation requires the fee-only financial planner to work for the client – and not for themselves. This begs this questions, "Why are brokers and other...
You may already be invested in private equity; large pension plans are very keen on private equity investments. If you have a pension with CalSTRS or CalPERS, or the University of California, you very likely own some private equity investments . . .
Our opinion that fee-only financial planning is terrific is biased. So, you do not have to take our word for it. Financial journalist Jane Bryant Quinn, consumer expert Clark Howard, personal financial guru Suze Orman, and non-profit organization Consumer Reports are all in agreement...