Registered Investment Advisor specializing in Model Portfolios

S Apr 17, 2015

How Seniors Can Spend More and Leave More

Imagine you are at a delicate point in your life. You and your spouse are 66, poised to retire and take Social Security. Your combined benefits will be $32,000 a year. You also will have another $32,000 of income from other sources.  read more…

S Apr 15, 2015

Eliminating PMI Can Be a Good Investment

Q. My nephew was asking me if I thought it was better to bump up his 401(k) contribution to the max, or to pay more money towards his two-year-old 3.5 percent mortgage. The case for the 401(k) bump is obvious, but if he could pay enough additional towards the mortgage principal to eliminate the PMI - wouldn't that make at least as much sense as the 401(k) strategy? Either way, he is still "paying himself." —B.W., by email  read more…

A Apr 13, 2015

Think Like Warren Buffett When Vacationing Abroad

During the 1974 stock market crash, Warren Buffett said he felt like an “oversexed guy in a harem.”  When stocks are on sale, Buffett loves to buy.  He knows he’s getting a bargain.  Smart travelers do much the same thing.  They travel when it’s cheap. And now may be the read more…

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The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

Andrew Hallam

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