Objective Advice You Can Trust
Maximizing After-Tax Investment Returns through Asset Location
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…
Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring. Investors…
You’ve Accumulated a Nice Nest Egg. Now Simplify It.
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
After a lifetime of investing, your portfolio may be an unwieldy mess. Fix that now. When you’re investing for…
Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
“Prevention is better than cure”. You need to assess your fiscal health and take corrective action before it’s too late….
Mid-Year Investment Portfolio Checkup in 5 Easy Steps
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The bull market of the past few years continues to plow along despite relatively slow economic news and ongoing unrest…
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