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Month: November 2013

Is Credit Union Tax Exemption an Unfair Advantage?

Watch this video on YouTube South Dakota has no individual or corporate income taxes. I’m quick to point this out to those unfortunate enough not to live in our fair state. Most recently I was reminded of this advantage when I calculated that a California client...

How to Succeed as an Active Passive Investor—Part Two

Watch this video on YouTube Continued from last week, here are the remaining keys to help fine-tune your core passive investment strategy for optimum success. 5. Asset allocation. This is critical. Study after study shows the most important determinate in your overall...

How to Succeed as an Active Passive Investor—Part One

Watch this video on YouTube A fundamental principle I preach is that having a core of passively managed mutual funds is the foundation of successful long-term wealth building. I practice that principle, as well: about 75% of the securities in my personal portfolio are...