The $500,000 Error & The Clients I Want to Work With
Some people want a pilot. Others want a flight instructor. It’s clear that one is more risky, with worse results.
The Best Interest »
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Sequence of Returns Risk – A Simple Example You Can Play With
Sequence of returns risk is a great topic for retirement. Here’s a simple example to show you how it works.
Why 10% Creates an Infinite Difference
A small swing in caloric intake – and a small swing in savings rates – will compound to infinite differences in the long run.
You’ve Lived Here Your Whole Life
It got up to 85 degrees here in Rochester last week (that’s Fahrenheit, to anyone concerned…or about 30 Celsius). We fired up our grill and… Read More »You’ve Lived Here Your Whole Life
Will A Long-Short Direct Index Help My Tax Bill?
Tax-loss strategies sound clever, but complexity, fees, and diminishing returns make them unsuitable for most investors over time.
Fee-Only, Flat Fee, Fee-Based?! A Full Description of How Financial Advisors Charge Fees
The financial advising industry stinks for its jargon. The worst culprit might be the different ways advisors charge fees. Lots of DIYers – and lots… Read More »Fee-Only, Flat Fee, Fee-Based?! A Full Description of How Financial Advisors Charge Fees