Monthly Archives: August 2010
Dividends And Ex-Dividend Dates
The phrase “getting the hangover without going to the party” can pertain to purchasing mutual funds during the final quarter of a calendar year. And you are asking, huh?? Allow me to elaborate. Mutual funds are required by law to … Continue reading
Diversification and Rebalancing
There are many items, which consumers must understand in order to become reasonable investors and to have an understanding of why the markets work the way they do. In many instances, these items are somewhat counter intuitive, meaning that you … Continue reading
Debt, Budgeting, and Making Proper Decisions
I am constantly asked about debt, budgeting, making proper decisions, and all else which encompasses proper money management. This piece will focus on many of the foundations that consumers should constantly think and reflect on regarding the above subjects. Getting rid … Continue reading
Get The Right Advice When Making A Change In The Beneficiary Of An IRA
There are often times when professionals should just adhere to their individual disciplines. When they choose to go outside of their known realm of expertise, they can give incorrect advice that can cost a client thousands of dollars. Consider the … Continue reading
Guidelines To Allocating Your Inheritance
As parents die and pass their assets onto their children, I am constantly asked how proceeds should be allocated. Whereas there is no “hard and fast” rule(s) on how these monies should be positioned, there are many general guidelines, which … Continue reading