A colleague who wants to work with more retirees asked me how I would handle a question he recently got from a hard-charging,...

In this interesting article from MarketWatch, Larry Swedroe discusses his perspective on the economic woes facing the US and discusses...

This is a great article from my friend and fellow ACA Financial Planner.  It is worth spending a few minutes to read. April 16, 2013...

ReutersYou’ve probably heard the old adage: “Sell in May and go away.” It’s a nice little rhyme, and it does have a basis in the market’s...

Steel magnate Andrew Carnegie once said that he who dies leaving behind many millions will “pass away unwept, unhonored and unsung.” That...

You can go to the bank on this: every time I write something negative on any insurance product the proponents of these products come out...

Anyone who sent a check to the IRS this month certainly doesn’t need to be convinced that there is a relationship between money and...

President Obama’s understanding of financial planning is fundamentally flawed. In his latest budget, the chief executive proposed a cap...

I often receive questions about how or whether to count various things e.g., Social Security, a pension, or an annuity in your asset...

Here is one more article confirming that timing the market and predicting what it will do are efforts in futility.  I would love your...

Reading, writing, ‘rithmetic… and philanthropy? Granted, philanthropy is not the first topic that comes to mind when thinking about...

I understand sales and appreciate good marketing. In fact, I just completed the manuscript for my new book, “The Smartest Sales Book...

Many aspects of life require careful consideration and balancing of the tradeoffs that arise from competing demands. For example, a...

Not long ago, fatigued investors were feeling the cumulative weight of two severe financial crises, periods of heightened stock market...

This material may refer to resident trusts offered by DFA Australia Limited. These resident trusts are only available in Australia....

February 13, 2013 Weston Wellington , Down to the Wire It’s New Year’s Day 2012. In addition to overdosing on televised college football,...

The Consumer Financial Protection Bureau CFPB is pushing to bolster what it takes for a financial adviser to be able to market their...

Q: I read an article saying that California’s public-employee pension fund is considering replacing its actively managed investments with...

Earlier this year, we saw the results of financial predictions for 2012 and that most didn’t come true. However, there was one prediction...

Mutual fund expenses may be making you poorer. Investing in actively-managed mutual funds that charge high fees can lower your standard...