Objective Advice You Can Trust

Maximizing After-Tax Investment Returns through Asset Location

You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…

Read More

Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes

When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring.  Investors…

Read More

You’ve Accumulated a Nice Nest Egg. Now Simplify It.

After a lifetime of investing, your portfolio may be an unwieldy mess. Fix that now.   When you’re investing for…

Read More

Personal Financial Records Retention Suggestions

When it comes to financial records retention and records retention guidelines, there aren’t any hard and fast records retention guidelines. …

Read More

Should You Pay Off Your Mortgage Early Before You Retire?

Some people enjoy the peace of mind that comes with being free from debt in retirement. But warm and fuzzy…

Read More

7 Tax Fundamentals Every Investor Should Know

The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple.  Here are seven fundamentals…

Read More