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Weekly Column

Do You Need Long-Term Care Insurance?

Watch this video on YouTube Do you need long-term care insurance? If so, how much do you need? These are not easy questions to answer. Adequate insurance coverage is foundational to good financial planning. Most of us insure our car, house, personal property, health,...

Only Two Real Money Choices: Spend or Give

Watch this video on YouTube A colleague recently reminded me that there are ultimately two things we can do with money: spend it or give it away. That’s it. At first glance, this seems too simplistic. What about saving? What about investing for our future...

The Millionaire Class

Watch this video on YouTube A few weeks ago I wrote about the increasing use of the term “Investor Class” as an inaccurate and generally disparaging synonym for the rich. The same day I wrote that piece, a reader sent me an article by Christopher Ingraham...

Just Say No To The Next Big Thing

Watch this video on YouTube How do you spot the investment opportunity that will become the next Apple, Facebook, or Microsoft? Certainly they are out there. Someone is going to discover them and be set for life, so why shouldn’t it be you? Here’s why it...

Real Impact of Tax Act is Reduced Corporate Rate

Watch this video on YouTube The Tax Cut and Jobs Act (TCJA) has generated a lot of media hype, much of which is coming from the extreme wings of both political parties and much of which is simply not true. Here is some perspective. First, when he signed the bill...

Ask if Advisors Follow Their Own Investment Advice

Watch this video on YouTube There is an old adage that says, “What is good for the goose is good for the gander.” In today’s urbanized world, most of us probably wouldn’t have the slightest idea what’s good for geese. Yet we still know...