Would Knowing The Investment Return of Your Financial Adviser Actually Provide Any Value?

There was an article this weekend in the WSJ titled, “Financial Advisers: Show us Your Numbers” by Jason Zweig.  I am usually a fan of Mr. Zweig’s articles and tweets, however, this article didn’t make much sense.  The crux of the article is that Mr. Zweig believes that financial advisers should be required (or at least… Continue Reading

July 2014 Dividend Research

Every month for the past two years I share my process to screen for undervalued dividend paying stocks that have increased their annual dividend payment for 20 or more years.  Last month I wrote, Considering the market has been hitting new intra-day highs almost on a weekly basis I was afraid that I was going… Continue Reading

July 2014 Net Worth Update

Wow the market will just not quit, huh?  This has to end and it is going to be an ugly place around the Evan household when it does!  Not because I will have to sell anything, but I am absolutely affected by loss aversion.  Loss Aversion is the idea that a $100 lost hurts more than… Continue Reading

I am Not Sure How I Feel About the Recent Tax Inversion Activity

If you follow business news at all you’d see an increase in tax inversion stories.  To put it simply tax inversion is when a United States company buys a foreign company and adopts the purchased company’s address to reduce taxes owed to Washington.  A screenshot from google’s search insights shows the increase interest in the… Continue Reading

The Guaranteed Renewability on your Term Life Insurance Policy is Likely Not a Viable Option

The guaranteed renewability option on your term life insurance is likely to have no real value if you are like many adults who survive their initial term and still need insurance. My in-laws are about 60 years old and there is still a real need for life insurance on my father in law’s life.  He… Continue Reading