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Month: June 2019

Play Wisely With FIRE Movement

Watch this video on YouTube “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...

Your Financial Planner Replaced By A Computer

Watch this video on YouTube 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...

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...

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. While I don’t have data to back up this...