fee-only financial planner

Practical thoughts on Bear Markets and Corrections

Not if, but when.  Bear Markets are part of investing in the stock market.  This is a fact, you must…

8 years ago

Market Top? Worried?

Is the Bull market over?  Are rising interest rates going to hurt bonds?  What about the volatility in the Chinese…

9 years ago

Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary…

9 years ago

What is Financial Planning?

With financial planning, not only do you map out your dreams. Even better, you create a plan for making those…

9 years ago

Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying…

9 years ago

It Pays to Evaluate Your Investments

A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…

9 years ago

Choose Term, Not Whole Life Insurance

Can I interest you in a car that has a built-in dishwasher? It’s just like a regular car, but unwieldy…

9 years ago

Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities…

9 years ago

Your Weapon Against Herd Behavior

Imagine wandering around your favorite department store. There is a massive sale – with many products being sold below cost!…

10 years ago

Doing an Investment Portfolio Comparison

Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the…

10 years ago