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The Question I was asked why the stock market might be up on any given day, but this person’s investments might move in the other direction. And frequently visa-versa. Excellent question and let ...

Don’t Die Without a Will  There are numerous consequences for not having a will, including who becomes the administrator,  who inherits the assets and in what manner they ...

Here is an undesirable situation that happens too often and could easily have been avoided. It illustrates why you need to review more than just your will. Remember, the beneficiaries of your ...

What is DCA? Dollar Cost Averaging takes much of the guesswork out of investing. The strategy consists of buying the same dollar amount of an investment on a regular basis. For example, on the ...

Market myths and half‐truths abound in the stock market.  Much of what people think they know about  the market is flawed.  People lose money in the stock  ...

When to Sell a Mutual Fund A common question I get from investors about mutual funds is how to tell when it’s time to sell? It’s a great question, but some investors may not like the answer. ...

Many investors make the mistake during falling markets to put too much weight on the negative prognostications of TV moderators and newspaper columnists. After seeing and hearing all the bad ...

Warren Buffet is one of the most successful investors of our generation. He accumulated over billions of dollars of personal wealth by buying stocks. Notice I did not say he accumulated his ...

Background & Advantages You can convert some or all of your IRA to a Roth IRA, regardless of your income level. Up until 2010, you were not allowed to do a conversion if your modified ...

You may find that long-term care salespeople want to sell you the most expensive policy. Complete coverage (inflation protection, lifetime coverage, at least $100/day benefit) is frequently ...