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From Kennon Grose & Scott Burns

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S Nov 19, 2014

Paying Off Debt Can Simplify Your Life

Q: My wife is 65 and I am 66. We just received $90,000 from the sale of a second home. Which is a wiser choice: to pay down our primary residence mortgage with a balance of $136,000, or invest it in our Vanguard accounts. The mortgage has an interest rate of 2.65 percent.Second question - we have some money invested with Morgan Stanley, about $145,000. It has higher fees than Vanguard. Should we combine everything with Vanguard? —V.G. by email read more…

AB Nov 18, 2014

The High Cost of Soft Drinks

When I was a kid, we all looked forward to Sunday evening. On Sundays, mom made popcorn on the stove and drizzled it with real, melted butter. We each grabbed a bowl of the buttery goodness and a 6.5 ounce Coca-Cola in a glass bottle. Then we settled in to watch Jim Fowler wrestle an alligator with a blow-by-blow by Marlin Perkins. read more…

S Nov 14, 2014

Beating the Index

LOS ANGELES. A guard, in suit and tie, asks me to pop the trunk of my rent car. Then I can enter the underground parking lot of a tall building in downtown LA. Upstairs, another guard confirms my appointment. Soon I am admitted to the elevator banks that will take me to the 53rd floor. This is the headquarters of Capital Research and Management. It is the third largest fund complex, with $1.25 trillion under management. But most people know it as the American Funds group. read more…

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The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

By
Andrew Hallam

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