AssetBuilder - Registered Investment Advisor :: Simple Investing Smart Future

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Scott's Articles
Capital Gains

Right Incentives, Wrong Incentives «-- Click to Read
February 05, 2010

By Scott Burns

As long as our government is spending $1.35 trillion it doesn’t have, let’s ask some rude questions.

What do we want more of? Saving.

What do we want less of? Debt.

... More…
Understanding Life Annuities «-- Click to Read
February 03, 2010

By Scott Burns

Q. My wife and I are retired, in our 70s, and live comfortably on Social Security, dividends, and some CD interest. We have recently received an offer through AARP to invest in a fixed immediate annuity, with a cash refund feature that guarantees you will never be paid back less than you paid in. In other words, if a spouse dies, the surviving spouse would be paid the difference.

... More…
Couch Potato Investing and the Escape Road Account «-- Click to Read
January 29, 2010

By Scott Burns

Sloth was a bit disappointing in 2009. The Couch Potato portfolios can usually be relied on to score in the top 25 percent to 30 percent of competing managed funds. But they had no edge in 2009.

Mind you, there were no disasters. It’s just that Couch Potato portfolios were real middle-of-the-road performers. ... More…
It Helps to Understand Brokerage Economics «-- Click to Read
January 27, 2010

By Scott Burns

Q. How does one go about setting up an IRA consisting of the Couch Potato funds or another low-expense portfolio? Most financial advisers are at least as interested in their own revenue as they are their clients’. They are not particularly interested in holding an account that isn't generating them "decent" revenue. —G. E., by email from Georgetown, TX

... More…
Surviving the Investment Income Famine «-- Click to Read
January 22, 2010

By Scott Burns

Senior America has a problem. The end of the money is coming before the end of the month. Strangely, the more savings you have, the bigger the problem.

Why is this happening?

... More…

The Cost of Trust «-- Click to Read
June 29, 2009

By Kennon Grose

“I don’t trust the so-called financial experts anymore. I am just leaving things alone. When I claw back some of my money, I am out of there.” This comment tells us a lot about how people are feeling. First, they have realized that no one cares as much about their money as they do. Second, they are applying the homily “Fool me once, shame on you. Fool me twice, shame on me.” Millions of people have now learned enough to know the difference between quality advice and a quality sales pitch.

... More…
Second Anniversary «-- Click to Read
June 08, 2009

By Kennon Grose

I would like to offer my personal thanks to those of you who have become AssetBuilder clients during the past year. We reached our second anniversary at the end of May, and we continue to grow. Even during these tough economic times. Thanks to you and your referrals, we have attracted more than 500 clients across 34 states, representing $173 million in invested assets.

... More…
Don’t Leave Your 401(k) Behind «-- Click to Read
May 25, 2009

By Kennon Grose

You got the call in the morning. By noon everyone in your unit had been laid off, including you. After years of good work, you are suddenly unemployed.

What do you do?

... More…
Fearmongering «-- Click to Read
April 10, 2009

By Kennon Grose

The first Capital Gains article was about the term FUD – for Fear, Uncertainty and Doubt. However, the new term of the day is Fearmongering. Fearmongering is the use of fear to influence the opinions and actions of others towards some specific end. Often times the feared object or subject is exaggerated and the pattern is repetitious. The outcome often times becomes a vicious cycle.

... More…
Thanks to You, You're Making a Difference «-- Click to Read
June 30, 2008

By Kennon Grose

I would like to offer my personal thanks to those of you who have become AssetBuilder clients during the past year. We reached our first anniversary at the end of May, and our growth has been nothing short of phenomenal. Thanks to you and your referrals, we have attracted more than 300 clients across 24 states, representing $124 million in invested assets. We are currently adding more than one new client every day.

What’s our secret? YOU, of course.

If you’re like most AssetBuilder clients, you came to us because you were tired of doing business with Wall Street brokers, their high-risk stock pickers and overpriced middlemen. You told us you wanted a simpler way to invest – an alternative. And we listened. ... More…

AssetBuilder - Registered Investment Advisor :: Simple Investing Smart Future

Popular Pages

Right Incentives, Wrong Incentives «-- Click to Read

Understanding Life Annuities «-- Click to Read

Couch Potato Investing and the Escape Road Account «-- Click to Read

It Helps to Understand Brokerage Economics «-- Click to Read

Surviving the Investment Income Famine «-- Click to Read

The Cost of Trust «-- Click to Read

Second Anniversary «-- Click to Read

Don’t Leave Your 401(k) Behind «-- Click to Read

Fearmongering «-- Click to Read

Thanks to You, You're Making a Difference «-- Click to Read

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