Category Archives: Wealth Management

Investment Broker Versus Advisor?

Below is a link to an excellent article in the New York Times.  The article discusses the main differences between an investment advisor and an investment broker. To begin, a broker usually works at a bank or brokerage firm.  The … Continue reading

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Working in Retirement?

Below is a link to a recent academic article regarding post retirement work.  The report indicates that workers will mostly likely need to work past the normal retirement age of 65, but not by that many years.  This is mixed … Continue reading

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Inheritance?

Below is a link in today’s Wall Street Journal regarding inheritance.  As one might expect, the inheritance that Baby Boomers have been counting on may not materialize as hoped. Baby Boomers are expected to inherit close to $27 Trillion over … Continue reading

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Mutual Funds – Too Big to Succeed

Below is a link to an article in Smart Money magazine.  The article contends that as mutual fund asset sizes grow, the ability of the fund’s managers to outperform the market becomes tenuous. The debate as to whether mutual funds … Continue reading

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Fiduciary Duty

Below is a link to a recent article in the Wall Street Journal.  The article is an opinion piece regarding the Department of Labor’s recent activity to hold all financial advisors to a fiduciary standard when advising clients. While we … Continue reading

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Latest on Index Funds

Below is a link to a Wall Street Journal article regarding index funds.  The article discusses that stocks have become more closely correlated with one another as more money is invested with stock index funds. The reason for the growth … Continue reading

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Best Value for Your Money

Reliable retirement planning isn’t free.  Sure, you can talk with a coworker or get advice from your family and friends; but is that reliable.  I am not so sure.  They may not know anything more about finance than you do. … Continue reading

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We Answer the Big Three Questions

There are only three questions that need answering regarding your retirement: 1) How big of a nest egg do I need at retirement (or, if retired, do I need now)? 2) How should I invest my retirement assets? 3) How … Continue reading

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