I was recently quoted for an article on The Motley Fool’s website about whether one should be concerned that their bond funds will suffer if interest rates rise. You can read the article here: Will Rising Rates Sink Your Portfolio? … Read More
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
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