Last month, the website ProPublica broke a story about Peter Thiel’s $5 billion Roth IRA. Personally, I found the article fascinating, but probably not in the way the authors intended. They seemed intent on stoking flames
Q: My sister-in-law just recently got her license to sell life insurance and suddenly it seems that every problem in the world can be solved with a life insurance policy. She even says that my wife and I need to buy more insurance.
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
