This is a very interesting article by Laurence Kotlikoff – about the economic value of a college education.  It is only one scenario –...

Lost in the hoopla over the government shutdown, defunding Obamacare, and raising the debt ceiling are some proposals contained in...

Are you in denial about your older clients’ mortgage debt? Pre-retired households are carrying larger mortgages in the wake of the...

The following article by Jim Parker, includes some very interesting insights on investing in Emerging Markets.  I recommend that everyone...

Photo Gallery: Ten Low-Cost “Little Things” To Elevate Your Service | WealthManagement.com.

This is a powerful article.  I have been watching this for about 8 years and the results are consistent. I hope you find it valuable....

Think managing your finances has to be complicated? Wonkblog contributor and UC Chicago social scientist Harold Pollack doesn’t. After a...

If this impacts you, this is worth reading. Steve ============================================= The opening date is October 1. By then,...

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Charitable contributions made to qualified organizations may help lower your tax bill. The IRS has put together the following eight tips...

Some wine investment funds have taken a hit in recent years as top-tier Burgundies and Bordeaux have slid down in value but wine funds...

Once you hit age 62, what’s an investment class that can give you a high guaranteed return with almost no risk? Bonds? Equities?...

Money Watch If you’re like most investors you’re highly averse to the risk of large losses. That risk aversion leads investors to demand...

Over my roughly 300-year career observing the financial services world, I’ve discovered that the very best advice about succeeding in...

The Importance of Taking Time Off in Your Business: 3 Ways to Make It Happen Comment Now Follow Comments There was a time, when I first...

Worth thinking about!  I know I am. Steve =========================================== He that can take rest is greater than he that can...

JD and Maria Bruno discuss maximizing tax efficiency through asset location in this new video clip: http://t.co/1dDX3H2PfX — Vanguard...

The 8 Best Conferences For Financial Advisors In 2014 Posted by Michael Kitces on Monday, September 16th, 7:08 am, 2013 in Practice...

Getting started with blogging as a financial advisor can be a challenging task. While there’s a lot of appeal in a...

Investment Strategies that Work – Day 4 – Asset Allocation Strategies by Neal Frankle asset allocation stratgiesWhat the heck are asset...