A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities…
Imagine wandering around your favorite department store. There is a massive sale – with many products being sold below cost!…
Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the…
You want to know how much money your investment is generating, right? This knowledge can help you determine if the…
In the fiduciary model, the financial advisor is legally obligated to act in the client’s best interest. This legal obligation…
You may already be invested in private equity; large pension plans are very keen on private equity investments. If you…
For shorter investment timelines, the safety of your money may be more important than the fact that the money keeps…
A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the…
Different types of investment returns are taxed distinctly. Knowing how investment returns are taxed can help you better manage your…