Avoid High Yield?

An article from the WSJ discusses new ways to invest for income eschewing the traditional methods many investors have used in the past. It states 5 things to consider when looking to build a dividend strategy which include the following: […]

By | 2014-09-08T07:52:42+00:00 January 6th, 2014|

Vanguard is Now King!

The Vanguard Total Stock Market Index fund is now king when it comes to size! Thanks to the appreciation in equities this year over bonds, this fund now has more assets than any other fund. It has surpassed the previous winner who held this title for the past 5 years, the PIMCO Total Return fund. [...]

By | 2017-02-01T23:22:54+00:00 November 6th, 2013|

Family Finances

There was a good article a few weeks ago on how the typical family manages their finances. Main point being both spouses really should know what the other is doing and what the cash flow situation looks like even if one is in charge of handling the day to day transactions. When this is not [...]

By | 2017-02-01T23:22:54+00:00 October 21st, 2013|

Fee-Only Confusion?

There was a recent article over the weekend in the WSJ about the confusion over Fee-Only Financial Advisors. Apparently there are advisors out there calling themselves “Fee-Only” when in reality they accept both Fees and Commissions. […]

By | 2017-02-01T23:22:54+00:00 September 24th, 2013|

Rise Survey

Franklin Templeton recently put out a study revealing various views on retirement called The Retirement Income Strategies and Expectations (RISE) Survey. Some of the key findings in this survey were the following: […]

By | 2014-09-08T07:54:33+00:00 July 17th, 2013|