"Secret" Retirement Account
Don’t pass up your chance to get in on one of the best investment vehicles available anywhere: the Health Savings Account (HSA). What is...
Is How You Use Your Money Aligned With Your Values?
A hamster in a wheel. Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day after day …...
Did You Inherit Your Beliefs About Money From Your Parents?
Parents know that children hear, see, and pick up on everything that is going on with the adults in their lives. And when you were a...
Does Your Financial Plan Meet Your Design Requirements?
Successful financial planning involves more than the balance in your portfolio. A strong financial plan represents what is important to...
Am I getting the best life possible with the money I have?
Today, people are starting to ask a new question about their financial plan: “Am I getting the best life possible with the money I have?”...
What's the Delta?
For many people, the focus of financial planning is Return on Investment (ROI). Returns are important, but once you’ve invested...
Can You Handle the Truth?
Time to get edgy and risk offending some people. Here’s a slightly edited comment I made on a New York Times article entitled “The...
Investing in Smart Beta
In a previous blog I touched upon factor-based investing, noting the factors of equity, size, value and profitability. I briefly...
Investing Like Warren Buffett
Here it is, the secret to investing like Warren Buffett. What does it mean? Basically it says that, all other things being equal, the...
What's my Retirement Number?
What’s my retirement number? It’s a catchy title but over-simplified. Is it the answer to the question “How big does my portfolio have...
