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*Financial Awakenings

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...

Real Estate No Quick Road to Wealth

Watch this video on YouTube Want a good way to build wealth? Own commercial real estate. Or not. Real estate is one of the largest asset classes in the world. The family home is the largest asset many middle-class Americans own. And real estate makes up a significant...

Catching Dolphins in a Net Meant to Stop Sharks

Watch this video on YouTube Integrity. Trustworthiness. A commitment to clients’ best interests. These are all essential qualities for any advisor you entrust with your financial affairs. One clue to financial planners’ trustworthiness is the...

New Rules to Prevent Misuse of CFP®

Watch this video on YouTube You’ve decided it’s time to engage a financial planner, but you don’t know any financial planners. How do you know whom to trust? For years I have recommended that you start by finding a professional with the CFP®...

IRA Changes In President’s New Budget

Watch this video on YouTube Lost in the hoopla over the government shutdown, defunding Obamacare, and raising the debt ceiling are some proposals contained in President Obama’s budget that will have a significant impact on retirees, inheritors, and savers. Most...