By now you’ve probably seen several articles or heard news stories about I-bonds and the fantastic investing opportunity they currently offer. I-bonds are specialized bonds issued by the US Treasury that are designed to adjust their yield semi-annually with the...
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...
Winter barreled into our area last week. Late Tuesday evening I found myself in the backyard fumbling to get the outdoor faucets covered and the citrus trees inside. By then the wind chill had dropped into the teens and I was thinking to myself, “I wish I would have...
One of the more frequent and important discussions we have with our clients concerns the cost of investing. Even a seemingly innocent one percent in unnecessary fees can crush your investments over time. Because we know this, managing the cost of investing is a key...
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...
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...