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 […]

Don’t Be Caught (dead) Without These Essential Estate Planning Documents

It’s no surprise that every financial planner suggests that clients have appropriate estate planning documents in place. But folks are often surprised that the suggestion applies to them. Many people don’t think they have sufficient assets to justify an “estate” plan.  Some already have a will, never mind that it’s older than some of their (grown) […]