Can you tell me how your investment portfolio performed last year? Don’t worry, this isn’t a trick question. Some of you will probably answer that your holdings were up X% from the previous year or that you outperformed the stock market. That is one way to assess your investment success but, in my view, it’s not the right way. … Read More
Will Schwab really manage your investments for free
In case you haven’t heard, the Charles Scwab brokerage firm recently came out with an on-line automated investing program that they are advertising as Free! Here’s what’s hidden in the fine print:
Helping adult children does more harm than good
Here’s something to think about this the next time you’re asked or tempted to provide “financial assistance” to a friend or family member.
What should you do if you need income from your investments?
Interest rates are still very low, making fixed income investments like bonds and CDs very unattractive. So what should you do if need income from your investments?