Year end planning: you have 60 days left!
The end of the year always presents some 'use it or lose it' opportunities.
Fixing leaks
With the climax of this year’s World Series of Poker Main Event tournament upon us, the poker...
Choosing the best mutual fund
How can you know if you’re choosing a winning mutual fund? Mutual fund advertisements are the...
Looking for a few good banks
The smartphone is spelling doom for the neighborhood bank branch. This is a good thing.
Warren Buffett needs to take a bat to Wells Fargo
Wells Fargo customers were wagon-jacked, and it’s time for senior management to pay the price....
Unbiased advice vs. the incentive
Having a relationship with a fiduciary advisor means never having to wonder what incentive is behind the...
A balance sheet of your own
A balance sheet is a simple document. It spells out all of the things you have (assets) and all of the...
Index funds: if you can’t beat the market, just buy all of it
Forty years after their invention, index funds are starting to get their due. What is an Index? When we...
Touring the Maryland 529 College Savings Plan
529 plans offer powerful, tax-free compounding of investment returns when used properly
Who wants to buy a house?
In the last decade, no investment has been re-scrutinized as much as home ownership. A house as a badge...