Q: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my deductible. Recently someone told me
Q: I have been looking at investing in a 3x leveraged ETF after my friend said he made a killing in them this past year. They look pretty good, but I just read an article
Q: I have been thinking about refinancing my mortgage for several months. Just when I was about to lock in my rate a few months ago, the mortgage company said my rate increased from 2.75% to 2.875%
Finding the right financial advisor is not an easy task. Doing it well requires a combination of self-awareness (i.e., understanding what you really need from your advisor) and the ability to evaluate
It should be no surprise that I am a big fan of financial advisors. After all, it has been my business for the past 35 years. In my experience, people who get good financial advice tend to have greater clarity in their financial lives and tend to make better progress toward their financial goals. However
Q: I am looking for a new financial advisor. In my search I have come across several different credentials. To me, all the initials after their names are just so much alphabet soup. What do the designations mean and do they really matter?
In my desk I keep a file folder provocatively titled “The Dark Side.” In this file I keep news clippings of some of the more notorious investment frauds that have rocked the
A couple of years ago, Vanguard published a study trying to answer a very important question: how much is a financial advisor really worth? It was the second of two Vanguard studies focused on helping advisors look
Q: I watched President Biden’s speech Wednesday night and it sounds to me like tax rates are definitely going higher. It also sounds like I might lose more of my tax deductions. Should I start investing in municipal bonds?
