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…
In a previous post, we discussed three distribution options available to pensioners. That is, how will you receive the money…
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…
Our opinion that fee-only financial planning is terrific is biased. So, you do not have to take our word for…
Question #3: "Are you healthy?" If not, then it becomes much more difficult to qualify for a long-term care insurance…
"You want to be confident that they will still be in business when, and if, you need to file a…
A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the…