Topics
Topic:
Financial Literacy & Fundamentals
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Ideas for weaning your teenagers off the money tree
Teenagers always want “stuff,” and the older they get, the more expensive the “stuff” becomes. They want to have fun with their friends, eat out, shop, or get involved in activities. Some children don’t realize what it costs until they finish college and have to pay for it. Parents often feel the need to help…
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Harold Evensky’s 2 Investing Strategies That Can Help Clients Now
Harold Evensky, 80, long saluted as “The Dean of Financial Planning,” created at least two well-known and widely adopted investing strategies.
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Do you really need that individual stock?
Individual stocks end up in portfolios for various reasons—possibly some speculation along the way, maybe inherited from a family member and kept for sentimental reasons, purchased many years ago and now with a cost basis so low that selling the stock would incur high taxes, or through acquisition of company stock options. We don’t recommend…
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Buyer Beware: What Do You Get From Your Advisor?
Although I have never been to Thailand, I have read that you cannot go more than a few feet in a typical town market without someone yelling, “same same.” It is the vendor’s way of telling you that what they offer is the same as everyone else, thus encouraging you to end your comparison shopping…
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Don’t Let Fear Drive Your Investment Strategy
Would you rather be in the market when it goes down or out of the market when it goes up? Me neither! In a perfect world, we would know how to get out of the market at the right time to avoid losses, then return at the ideal moment to capitalize on the recovery. Why…
