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Year: 2015

Insurance Guaranty, Protect An Annuity

Watch this video on YouTube My first at bat in Little League baseball didn’t go well. I was hit in the head with an errant pitch. Every at bat thereafter, I would close my eyes and flinch when the ball came whizzing by. Needless to say, my baseball career was...

Charitable Giving and Tax Benefits

Watch this video on YouTube You may have read that Facebook founder, chairman, and CEO Mark Zuckerberg has announced plans to gift substantially all of his Facebook stock to a philanthropic company called the Chan Zuckerberg Initiative, named after himself and his...

Dickens’s A Christmas Carol A Valuable Financial Parable

Watch this video on YouTube Ever since I was a small boy I’ve been fascinated by the classic story A Christmas Carol, by Charles Dickens. It just never seemed like Christmas without watching one of the versions of this timeless fable. I recently wondered what has...

How to Protect Your Investment Strategy From Yourself

Watch this video on YouTube As I pointed out last week, research shows that most investors and investment advisors woefully underperform the markets. How woeful is woeful? Over the past 30 years, it meant leaving an average of $7,100 per year on the table for every...

Brain Can Sabotage Buy-and-Hold Investment Strategy

Watch this video on YouTube Over 25 years of writing this column, I have often discussed the value of a static buy-and-hold asset allocation with periodic rebalancing. This means investing specific percentages of your portfolio in several asset classes (a few of which...