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Monthly Archives: July, 2014

Don’t Make this Common Terrible Special Needs Planning Mistake

I was reviewing a client's estate plan the other day, and was shocked to see this very common special needs planning technique.   It isn't...

I Just Converted from Oil to Natural Gas

A few months back I calculated how much money I would save from switching from oil to natural gas to heat my home.  I...

Buffett – Stocks Can’t Outperform Businesses Indefinitely

When I finished The Snowball: Warren Buffett and the Business of Life I immediately downloaded all of the Berkshire Hathaway annual shareholder letters.  If you are...

How Do You Title Your Children’s Investments or Savings Accounts?

Twice in the span of a week I was asked my thoughts on titling of children's assets.  It wasn't asking how they should invest...

Setting up Sell Guidelines for my Dividend Account

I have been wrestling with the idea of whether I am actually a "dividend growth investor" versus a value investor who prefers his first...

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