Our April Business Conditions Monthly report began the discussion of federal income taxes and equity. It reported IRS data showing that...

“Nothing is certain except death and taxes.” How often that phrase has been quoted since Ben Franklin penned it in a letter to his...

Index fund investors let the facts speak for themselves. The long-term data comparing active funds to index funds shows actively managed...

Michael Kay makes some great points about getting the important things done.  If you need some help getting anything done – or just want...

It is rumored that some of the wealthiest Americans manage to pay less in taxes than some of their employees. They achieve this by one of...

“Life is short. If there was ever a moment to follow your passion and do something that matters to you, that moment is now.” Passion...

Most broad market indexes were just about flat for the first quarter of 2015. What’s behind the ho-hum performance of the broad market?...

Right about this time of year, a couple weeks before April 15, I start getting cranky. Okay, crankier than my usual tax season cranky....

Although this is written from a Canadian’s perspective, the points are valid for American’s – and are excellent. I would love to hear...

With giant discount brokerage Charles Schwab launching its Intelligent Portfolios service this past week, the fledgling industry of...

Warren Buffet is always good for a few sound bits of investing advice.  We all should pay attention. Steve ==============================...

Charles Ellis, one of the most revered figures in American investing, hates to waste time. Especially when it comes to an issue over...

I agree with Jim Blankenship’s premise in this article. Steve ============================================ As you likely know from...

This is a great book with some timeless lessons about money and this article, by Jim Blankenship, does a great job of explaining the...

Not a surprise to me! Steve ==================================================== The bull market in stocks turned six last Monday, and...

An excellent, and balanced, discussion of debt from the New York Times.  My belief is that debt, if used judiciously, can be a powerful...

Although I think that Dave Ramsey has helped a lot of people, I think that there are some shortcomings in the advice he gives.  This...

It’s no secret that many financial professionals don’t agree with much of the advice Dave Ramsey gives. This is because his financial...

Some people just don’t deserve the life insurance they have. On every life insurance application process, there is that moment of truth...

The cost to invest in mutual funds is often couched in terms of expense ratios and commissions. These are important structural costs and...