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Play Wisely With FIRE Movement

“What do you think of the FIRE movement?” a reporter asked me recently. I told her I was ambivalent about it. The FIRE acronym in this context stands for “Financial Independence, Retire Early.” While a Harris poll done in late 2018 found most people over 45 had never heard of the FIRE movement, it apparently […]

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Your Financial Planner Replaced By A Computer

If Ken Fisher is right, in the future you will be talking to a computer about your asset allocation and loving every minute of it. Fisher has built Fisher Asset Management into the largest fee-only investment advisory firm in the US, with over $100 billion under management. Speaking at the Investment News Innovation Summit in […]

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The SECURE Act and Your Retirement Accounts

A relatively radical bill moving through Congress will mostly eliminate passing on to heirs the benefits of tax-deferred and tax free IRAs. Why haven’t you heard anything about this money grab? Maybe because the bill has so much bipartisan support instead of political drama that the media is not paying attention.

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Real Estate Market Values Always Local

What investment asset class grabs the most attention of the average American? My guess is that it isn’t the stock market, but a category many people don’t even think of as an investment—the local real estate market.

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The Good Deal Exemption Is No Joke

In the business of selling financial products, the “good deal exemption” may be one of the most widely used “rules” most people have never heard of. You can’t find it in any rule book or statute. Even Google has never heard of it. Yet it is used on a daily basis. The rules and laws […]

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