A False "Debt-chotomy" And What To Do About It

I hear a lot of financial advisors recommending to their clients to get out of debt. In years past, though it has been a while, I heard another set of advisors heartily recommending the strategic use of leverage. Apparently the “debt” word had become so distasteful to the general public that the pundits had to (Continued)

So What’s Your HATE Of Return?

I know this may sound strange coming from an investment professional, but I have come to HATE rate of return discussions.  The way that most companies present investment “rate of return” to their prospective clients is generally so over-simplified and remote in time as to border on the ridiculous, if not in fact fraudulent. These (Continued)

The Best Place To Store Money

Blogger’s Note: This article was originally written in September 2009 as an email to clients. Here are a few excerpts from an article in this month’s Financial Planning magazine entitled: Better Than Nothing: Clients are piling up cash for both anticipated spending needs and future opportunities. But where do you put it? In the country (Continued)