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How Safe are Safe Deposit Boxes

How Safe are Safe Deposit Boxes

Many people use a bank safe deposit box to store valuable papers and small assets. 

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20 Charitable Planning Questions for the Holidays

20 Charitable Planning Questions for the Holidays

Each year, American Endowment Foundation (AEF) shares with their donors a list of questions that can help start or continue the family philanthropy conversation. This helps donors plan their giving strategy for both the short and long term.

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Health Savings Account (HSA) Update

Health Savings Account (HSA) Update

Health Savings Accounts (HSA) Update

Health Savings Accounts or HSAs, subject to eligibility, represent the most attractive tax advantaged type of account. 

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Bruce's Investing Do's and Don'ts

Bruce's Investing Do's and Don'ts

Do

Save. You can't invest money until you've saved money. And nothing will have a bigger impact on our ability to realize our financial and life goals then living within our means.

...
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Investment Funds Review, 2018

Investment Funds Review, 2018

Fixed Income

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Tony Robbins – Mistakes to Avoid When Markets Decline

Tony Robbins – Mistakes to Avoid When Markets Decline

Your money is like a bar of soap, the more you handle it, the less you’ll have.” --Eugene Fama, Nobel winning economist from Malden

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Calamos Market Neutral Income Fund(CMNIX)

Calamos Market Neutral Income Fund(CMNIX)

Interview with manager of Calamos Market Neutral Income Fund.

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Myths on Diversification

Myths on Diversification

 Here we delve into five misperceptions about diversification.

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How to Invest a Lump Sum of Money

How to Invest a Lump Sum of Money

Investing a lump sum of money comes down to the question of your tolerance for risk.

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244 Hits

The Danger in Private Real Estate Investments

The Danger in Private Real Estate Investments

August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.

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Latte Factor Calculator

Latte Factor Calculator

The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money. 

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260 Hits

DFA Emergin Markets Core Equity I

DFA Emergin Markets Core Equity I

Get Snapshot

221 Hits
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Investment Update

Investment Update

Watch out What You Wish For

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.

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What is GDP?

What is GDP?

This video briefly walks through the basics of what GDP is and how it is calculated.

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What is a Tariff?

What is a Tariff?

This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.

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Don't Abandon International Diversification

Don't Abandon International Diversification

For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.

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Investing Made Simple - Active vs. Passive Investing

Investing Made Simple - Active vs. Passive Investing

What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both. 

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As New Tax Laws Take Effect, Check Your Withholding Amount

As New Tax Laws Take Effect, Check Your Withholding Amount
Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
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