A long standing debate in investing is whether active portfolio management is a better strategy than passive portfolio management. Since many people I talk with are not aware of these concepts, I thought I would offer a short primer on … Read More
I’m excited to share a new development in my business. Recently, The Motley Fool has exclusively endorsed and is now promoting the services of financial advisors affiliated with the Garrett Planning Network, the international organization of fee-only financial advisors with which I have been proudly … Read More
You’ll hear quite a bit in the financial media about diversification and the benefit of asset “allocation” but there is very little discussion on using an asset “location” strategy with your investment portfolios. Asset location refers to where or in … Read More
Happy New Year, everyone! I thought it was a good time to post a reference round-up of Key Financial Planning Numbers for 2010. The PDF document summarizes critical values and thresholds to be aware of as we make financial planning … Read More
At the bottom of this post, you will find a link to the press release just issued regarding HR 3817. There has been considerable debate and discussion in the financial community over the definition and application of the term “fiduciary” and I … Read More
The U.S. Treasury Department announced the rate on new I Bonds, issued between November 2009 and April 2010, will pay 3.36%. This number is made up of a fixed rate that holds for the 30-year life of the bond — now … Read More