The Trouble With Personal Finance
I stepped foot into the financial service industry in December, 2003. Since that time I've seen a frenzied real estate market, the...
What Greece Means To Investors, Part 2
Two weeks ago Greece had a problem. The country was on the brink of running out of money to pay its creditors. The Greek Parliament was...
Products of our Environment
This isn't me. This is my neighbor, colleague, and frequent cycling partner James. I've known James personally and professionally for...
What Greece Means To Investors
Yesterday, the stock market took it's biggest nosedive this year. The Dow, S&P 500, and Nasdaq were down 2.0%, 2.1%, and 2.4%...
What's An Index Fund?
A month ago I was visiting with some clients and I had an important realization. I asked them what they knew about the investments I...
Do I Need A Trust?
I lost two grandparents a few months ago. It's ok- they were both in their 90s. Each had lived long and fulfilling lives. Watching my...
How To Reduce Your Property Tax Bill
If you own real estate, you pay property taxes. Even in "tax-free" states like New Hampshire or Texas, you still have to pay this type of...
Year To Date Stock Market Performance
It's been a long time since I've blogged about market returns. This is by design. It's well documented that investor behavior is heavily...
Should You Buy Individual Stocks?
Delta Airlines, 2005. Pacific Gas & Electric, 2001. WorldCom, 2002. General Motors, 2009. Lehman Brothers, 2008. Eastern Airlines, 1989....
What Stocks Are In My Mutual Fund?
Ever wonder what companies your fund is investing in? Some investors don't really care. They know that most funds are diversified and...
