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Lack of Integrity Adds to Health Care Costs

Watch this video on YouTube I recently talked with an administrator of a private medical practice about some of the financial challenges she faces in dealing with the medical system, insurers, and patients. Some of the insights she gave me into the realities that...

106 Things We Do For Clients, No. 50

No. 50 of 106 Things We Do For Clients Help you understand and protect against risks. We can help you reduce the potential impact of falling markets by integrating your risk tolerance, time frame and goals/objectives into a properly diversified portfolio across...

Non-Traded REITs Not All Equal

Watch this video on YouTube In February 2016, I published an article that was not kind to non-traded or private real estate investment trusts (REITS). Unlike the traded variety that can be sold immediately on a public exchange, non-traded REITS have no public market...

106 Things We Do For Clients, No. 49

No. 49 of 106 Things We Do For Clients Help reduce management and transaction costs. We help you reduce mutual fund and ETF managerial and transaction expenses, allowing you to keep more of your money growing for you. We use mutual funds and ETF’s that don’t pay...

Money, Emotions, and the Nobel Prize in Economics

Watch this video on YouTube Human beings make most of our decisions—including financial ones—emotionally, not logically. Unfortunately, too much of the time, our emotions lead us into financial choices that aren’t good for our financial well-being. This is...