I hope this post doesn’t end up on one of my favorite blogs, Bad Money Advice, but I wanted to actually compare some numbers for people. Everyone, and I mean everyone tells you to stay the hell away from Whole Life Insurance, I think the main concerns are fees, lack of clarity, and evil insurance… Continue Reading
Tag Archives: asset allocation
How to Easily Evaluate your Asset Allocation with Morningstar Instant X-Ray Tool
Despite my licenses, I am not an not an investment expert, and I don’t begin to pretend to be one. That being said everyone should know their asset allocation, and have an elementary understanding of asset allocation. I repeat, everyone should have an idea as to what they are invested in, whether they have an… Continue Reading
The More You Know About Investing, The Less You Know About Investing
A professional baseball player knows more about baseball strategy than does a little leaguer. A nutritionist is more likely to be able to figure out why you have been feeling run-down lately than is your next-door neighbor. The buyer in a woman’s fashion store is better informed about what colors are trendy today than you… Continue Reading
An Investment Average of 10% won’t Guarantee Success
An Investment Average of 10% won’t Guarantee Success I saw a great advertisement released by my office’s parent company today; I have never released what my office’s parent company is…and I am not about to start now! Notwithstanding my obsession with privacy, I couldn’t get over this info and felt like I should share. Each portfolio has… Continue Reading
For Most Investors Diversification is Key
I felt horrible today as one of the planners who works in my office brought up a client we worked on 2 years ago. As I have explained in the about me, I am back office support for a lot of fee based and commission based financial planners. This particular client came across my desk… Continue Reading
Is Social Security Income an Asset? NO!
I just read a very interesting article on Wall Street Journal Personal Finance Section, titled “Save Your Nest Egg, Hold on to Stocks” written by Mr. Zweig. The article surrounds the idea that since your Social Security income stream can be turned into a present value number equivalent to a bond/annuity that it should count… Continue Reading
