Chief Investment Strategist Before I expand on the evolution of AssetBuilder let me tell you about our Chief Investment Strategist – Scott Burns Scott is an amazing person of knowledge and experience He has been investing researching and writing for 40 years His first book on personal…
ReadAllow me to introduce a new investing tool I call it Pension Guard Investing It is a way to invest your taxable savings or money in an IRA rollover account that will help you maintain the purchasing power of a defined benefit pension I've built an online calculator to help you do it on my…
ReadAllow me to introduce the yellow brick road of investing Follow this road and you will be a happy investor Ignore it at your peril The yellow brick road has four major milestones The first three are clearly visible Anyone can get good investment results if they follow these three markers The…
ReadQ I have three questions First why would retirees with pensions they could survive on (especially pensions with cost of living increases) want any bonds at all Second why would anyone in or approaching retirement load up on growth stock paying little or no dividends Third since all…
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“You might be a brain surgeon—but would you operate on your own head?” That puzzling statement, in a recent Wall Street Journal weekend insert, comes from Eleanor Blayney, consumer advocate for the CFP Board, the group that oversees the courses and standards for Certified Financial Planners. …
ReadIf you’re about to make the plunge into a variable annuity with living benefits I’d like to make a suggestion Don’t Just as people were once urged to buy term life insurance and invest the difference rather than buy cash value life insurance today’s living benefits buyer would be…
Read"If you can't stand the heat get out of the kitchen " President Harry Truman's famous line applies to more than politics Applied to retirement investing it suggests poor households should avoid investing in stock The poor after all have fewer assets They seem less able to absorb losses …
ReadQ I will soon be receiving about $200 000 as an inheritance from my beloved grandparents I want to do the right thing(s) with this money I am married with two children My husband and I are in our late 30's and our oldest child will be going to college in 6 years our youngest in 12 years Our…
ReadThursday, December 31, 1998 Q. Is there any scenario in which the Couch Potato portfolio should not be used? It seems to make great sense and seems so simple. We have a great deal in stocks, mutual funds, etc.— about $400,000— managed through one of the large brokerage firms. Their performance…
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By day, Alyssha Swanson teaches second grade. By night, she designs and sells lessons plans through a site called Teachers Pay Teachers. Thanks to her successful side business, Alyssha has saved $130,000. But it’s earning a paltry rate of interest in her savings account. “My husband and I were…
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