Tag Archives: portfolio management

Retirement Planning Should Not Be a Group Project

LISTEN: Retirement-Planning-Should-Not-Be-a-Group-Project (mp3audio) (17:17 min) “Wide diversification is only required when investors do not understand what they are doing.” – Warren Buffett “There is strength in numbers.” “Larger organizations can achieve economies of scale.” These are some of the reasons people … Continue reading

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The 2011 Tax Mystery

LISTEN: THE 2011 TAX MYSTERY (mp3audio) (4:42 min) In 2001 and 2003, some convoluted political maneuvering by Congress resulted in a series of tax cuts that came with an expiration date. Known familiarly as the “Bush tax cuts,” these provisions … Continue reading

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For Those Just Getting Started – “If I knew then what I know now…”

LISTEN: For Those Just Getting Started (mp3audio) (13:30 min) Suppose you have just secured your first “adult” job, or just gotten married, or just decided to put down your Xbox and get serious about your financial affairs. Where do you … Continue reading

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Whole Life Insurance: Complex, Ingenious

LISTEN: Whole Life Insurance: Complex, Ingenious (mp3audio) (11:47 min) What is whole life insurance? A simple answer, one you might find on a financial information website, might describe whole life insurance as a combination of life insurance and cash value. … Continue reading

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Should a Second Home Be the Only One You Own?

LISTEN: Should a Second Home Be The Only One You Own? (mp3audio) (10:24 min) It’s too early to make a definitive statement, but the fallout from the real-estate bubble may result in some fundamental long-lasting changes in Americans’ perspectives on … Continue reading

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Bugged by Gold?

LISTEN Bugged by Gold (mp3audio) (10:32 min) It’s baaaack! The foundation of monetary systems for centuries, gold has been considered an anachronism in modern financial philosophy, something that computers and sophisticated monetary models had made irrelevant. With the exception of … Continue reading

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Blips on the Financial Radar

LISTEN (mp3audio) (20:16 min) Buzzwords, Trends, and Unintended Consequences Here are a few financial particulars currently receiving a fair amount of attention in the financial press: BUZZWORD: PHASED RETIREMENT The combination of a struggling economy and declining asset values has … Continue reading

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