Which are better: ETF’s or Mutual Funds?
Q: I am mostly invested in mutual funds, but my friend says I should use exchange-traded funds instead because they have...
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Avoid the $250,000 station wagon syndrome with your stock options
Don't get caught up in the emotional turmoil of stock options
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Making sense of mutual fund share classes
Q: I’ve noticed that several of my mutual funds have different share classes. I own A shares, but I see that my funds al...
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6 Resolutions for the New Year
The New Year is traditionally a time for new beginnings and course corrections. If your financial life isn’t keeping up...
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Time for an IRA checkup
Individual Retirement Arrangements, or IRAs, are a great way to save for retirement. Unfortunately, many IRA account hol...
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The fine art of charitable giving
Giving effectively to charity is one of the most rewarding aspects of learning how to manage wealth. It is also an area...
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Five last-minute tax questions
When it comes to minimizing taxes, it is good to leave no stone unturned. Here are five questions to ask yourself as we...
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Giving Stock
Q: When I was a kid, my grandfather gave shares of stock to his grandkids—actual stock certificates. He thought it would...
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3 ideas to make the holidays brighter
I love the holiday season. It is a great time to gather with family and friends and build memories that last a lifetime....
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Making the most of a bad market
In case you hadn’t noticed, the stock market has been under a little pressure lately. The S&P 500 index has fallen 10% f...
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Saving for retirement with your HSA
Q: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my ded...
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How Safe Are My Retirement Accounts, Really?
Q: I have a very successful small business. My wife and I are the only employees. Over the years, we have been blessed t...
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