At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of December.
Unlike most professionals, financial advisers have a choice of operating under one of two professional standards: suitability or fiduciary. The fiduciary standard requires advisers to act in their client’s best interests, whereas the suitability standard does not.
When it comes to investing, perhaps the single most common thing we see that trips up our clients is the temptation to act on the chatter around them.
At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of November.
With Tuesday’s election looming, investors around the globe are growing concerned about what the results may mean for their portfolios. I’m here to tell you not to worry about it. I could present to you…
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Most people assume it’s best to use their HSA for out of pocket healthcare costs. But is that really the smartest decision? How The HSA works Contributions are pre-tax or tax-deductible in the year they’re…
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This is a guest post from Miranda Marquit, a financial journalist. She writes for a number of publications about subjects related to money. You can read more of her writing at PlantingMoneySeeds.com.
One of the best ways to build wealth over time is to invest. The earlier you begin investing…
If you want to understand a person’s behavior, look no further than at what they are incentivized to do. In fact, this is perhaps the only way to understand how, over the course of the last 5+ years, more than 5,300 Wells Fargo employees managed to open over 2 million unauthorized accounts
A client recently asked the question: Should I switch from my traditional bank savings to a high-yield savings account online?
Online savings accounts offer 10x higher interest rates than traditional brick and mortar banks. On the surface, it seems like an obvious improvement to switch to something paying 10x more interest.
Building wealth is simple: make more than you spend and invest the difference.
There are two ways to increase your savings rate: spend less or make more. There are also two ways to earn more income: work more hours or earn more per hour.
Kids are like sponges. They’re ready to soak up whatever we’re willing to teach. Now is the time to be teaching our children about money.
Excess money mixed with lack of money maturity can ruin lives. At its extreme, money can be the difference between life and death.
Q: What are the pros and cons of the 15 year mortgage for physicians or other high income professionals?
Many physicians and their advisors fail to give the 15 year mortgage a fair shake. Here are the pros and cons…