Wealth Management Articles
Asset Allocation, long thought of as a basic tenet of a good investment
strategy, is not always every investor’s friend. Controlling risk is important
to most when markets are going...
The common rule of thumb for asset allocation between stocks and bonds
in retirement accounts—that your age represents the percentage of bonds
you should have in your retirement investment...
In a tradition that dates back 150 years to the California gold rush, a
bull and a bear were thrown into a ring to do battle as entertainment
for the miners. The modern “miners” in this spectacle were a group of...
Dividends do matter—not exactly a concept we embraced during the boom of
the late 1990s! Dividends provide several benefits often overlooked by
investors. An investor emeritus who remembers buying...
Plop! There, got another one! Fishing? No, I was catching stocks.
Only instead of the high stress method of thrashing around on the
Internet and day trading, I was practicing the low-stress, low-IQ,
method of...
Financial planning too often focuses on the end game—estate planning,
retirement planning, life insurance, legacy building, etc. The need to
help young people just starting a life together...
This isn’t your father’s retirement plan! No, tax law and company
culture changes have shifted the responsibility for managing retirement accounts
from the company’s shoulders to that of...
Larger IRAs present major estate planning problems for the owner who
wants to maximize the heirs’ legacy, not the federal tax system’s. Given the
rate at which IRAs can grow over time, it will not be uncommon to...
Large singular stock positions in a portfolio can cause management
challenges for the investor. As many found out during the tech bubble a few
years ago, holding a large position in...
Get out your rally monkey! Just in case you missed it, the markets have
moved off the bottom after executing a neat, reverse head-and-shoulders
technical...
Does the idea of a millionaire’s lifestyle appeal to you? Ocean cruises
around the world, vacations abroad, sailing on a yacht, shopping in Paris…all
might be your idea of how a millionaire lives, but that...
Handling the money in a second marriage takes planning and thought to
avoid potential potholes on the road to marital bliss. The financial planning
issues in second marriages can be broken into two...
Sharply falling interest rates present a welcome opportunity for many
homeowners to improve their financial situation by refinancing their mortgage.
But, like everything else in the world of...
Long-term value investors understand that buying a stock is not unlike
buying a business. In order to arrive at a fair price, the buyer needs to
understand the fundamentals of the...
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