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Article
02
Jan 08

Selecting an Adviser

Q. My wife and I have been having a hard time selecting an investment counselor. We have interviewed counselors but have not found anyone in whom we can feel confident. We've heard and read stories about trusted advisers abusing their clients’ trust. So we are very gun-shy about making a selection...

Posted to Registered Investment Advisor (Weblog)

Article
17
Jan 07

Annuities: Some Are Useful, Some Not.

Q. In a recent column you said that "one of the best ways to deal with uncertainty is to turn a portion of your portfolio into a life annuity." But in the next Q&A you said, as you often do, to run fast from annuities. Why the advice to buy in the first question and to run in the second question? --...

Posted to Registered Investment Advisor (Weblog)

Article
25
May 06

From Golden Boys to Golden Coins

Q. How would you advise Vince Young (or any other young person of modest means who suddenly receives great wealth) to manage the wealth he is about to receive? Many University of Texas alumni and Houston residents are proud of Vince's accomplishments and wish him fame and fortune. What would be the wisest...

Posted to Registered Investment Advisor (Weblog)

Article
13
May 06

The Executive Way of Stinking

Q. Why do financial journalists, such as you, not raise a stink when top management at different corporations (like Ford) lay off thousands of employees while retaining their jobs? A rational person would think that the financial community would call for the removal of the board of directors, the CEO...

Posted to Registered Investment Advisor (Weblog)

Article
11
May 06

No, It isn't OK to lie on your tax return

Q. I have a question regarding my tax return. A co-worker heard from a friend of his about a tax consultant who has helped his clients receive "more than normal" refunds. He said that the consultant can claim up to 10 percent of the total income as a write-off without proof or receipts. Is this true...

Posted to Registered Investment Advisor (Weblog)

Article
04
May 06

Life Insurance: Keep It If You Need It. Otherwise, Don't

Q. Twenty years ago a life insurance salesman convinced me to cash out a policy and buy another policy in the amount of $25,000. The advantage was that my premium would be about 4 times greater ($98), but it would build up enough value that I could stop paying the premium after a number of years. I would...

Posted to Registered Investment Advisor (Weblog)

Article
27
Jul 00

For Most, the Tax Benefits of Home Ownership Are Small

Q. I have a few questions about a first time home purchase. I'm a single 28-year-old male making $4,500 a month. I'm looking to purchase a home in Ohio for about $135,000. I currently rent a condo for $800 a month and have a $286 car payment for 26 more months. I'm virtually debt free except for monthly...

Posted to Registered Investment Advisor (Weblog)

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