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?
Q: I have heard several people on television say that we are in a “bubble economy.” They point to the stock market and things like bitcoin and housing prices and say they are “irrefutable evidence” that we are in a bubble. First of all, do you believe it? Second, if
The Market is down. What to do now with your 401k?
Q: My wife and I are both in our early 60s and we are starting to think about retirement. When we did our financial plan, our planner tried to sell us long-term care insurance
One of the things I like best about bonds is their mathematical precision. As long as the issuer doesn’t default, you know what the cash flows from the bond will be. Some bond cash flows can be quite complex
Shortly after I started business school in the mid-1980s, I found myself surrounded by a group of people I never before knew existed—bond people. They spoke an arcane language, pondered the mysteries of monetary policy
