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From Kennon Grose & Scott Burns

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S Oct 17, 2014

Are We (Still) Quitting At The Wrong Time?

Over the last 50 years our life expectancy has increased. So has our health, however many television advertisements we see to fix various maladies. So why is it that more of us retire earlier than we did in 1965?

It’s a simple question. But the answer is pregnant with complication.

The read more…

S Oct 15, 2014

When To Sell A Mutual Fund

Q. My husband and I have over $100,000 invested in two funds, Morgan Stanley Smith Barney ClearBridge Aggressive Growth Fund (ticker: SHRAX, expense ratio 1.29 percent) and ClearBridge Appreciation Fund (ticker: SHAPX, expense ratio 1.05 percent). We've considered moving the investment to a lower cost fund at Vanguard. If we sell the investment, we will owe quite a bit in taxes since the funds have appreciated substantially since purchase. How does one assess whether to sell and pay taxes versus staying put? —J.S., by email read more…

A Oct 13, 2014

Can Amazon Keep Defying Warren Buffett’s Mantra?

Amazon has beaten or knocked out nearly every heavyweight retail contender.  Those still in the bookstore business (R.I.P. Borders) keep getting uppercuts to the chin. Investors in Amazon’s stock have made a fortune.  In the past 10 years, shareholders have gained nearly 720 percent.  read more…

AB Oct 7, 2014

The Doctor Will Skype You Now

When an illness is picking its way person by person through your family, a chain of doctor appointments is the last thing you want. In the past, that’s exactly what you had to do to get antibiotics, Tamiflu, or some other prescription.

Retail based clinics (RBCs) in read more…

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Millionaire Teacher

The Nine Rules of Wealth You Should Have Learned in School

By Andrew Hallam

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