Articles by Lance Alston

Amazon Top 10

I got a nice surprise when I looked at the Amazon ranking for Wealthfulness on Monday morning. (Yes, I admit I check the rankings from time to time.). As I write this post, Wealthfulness is ranked #10 in the Kindle Store for Retirement Planning and #33 in books for the same category. It’s not yet […]

2019 IRA Contributions – You still have time!

Yes, markets have been volatile over the last 3 months, but don’t let short-term moves in the stock markets interrupt your long-term retirement goals.  IRA contributions are designed to be long-term investments.  If you were planning to make an IRA contribution when this year started, but you still haven’t done it – what are you waiting for?  […]

Alphabet Soup – Selecting a Financial Advisor

Selecting a financial advisor is similar to selecting a primary doctor. You want someone you can trust, someone who communicates well, and someone who shares your general philosophy. But that’s not enough when you are selecting someone to help manage your life’s savings. Below are a few additional points to consider while interviewing candidates. I’ve […]

The Three T’s of Portfolio Management

Do you have what it takes to manage your money? To successfully manage a portfolio – any portfolio – you need to possess the “three T’s” : time, temperament and training. TIME Isn’t time always the bottleneck? You can’t be a successful investor without committing a certain amount of time to the task. If you’re […]

The Who, How, What and Why of Portfolio Management

Today I’d like to talk portfolios, but before we do let’s get some numbers on the table: There are almost 8,000 different mutual funds in the U.S. to choose from, along with over 1600 Exchange Traded Funds (ETFs) and another 6,000 individual stocks for those investors crazy enough to pick individual stocks. You’re not really […]