As a Federal Government employee, you may be eligible for an inflation adjusted pension as well as other retirement benefits. The pension and benefits are typically superior to those available in the private sector, but… Read More
How to Find the Best Financial Advisor for You
Regardless of your reason for seeking financial advice, there is almost certainly a financial advisor who can help. Need assistance with retirement planning or investments, or just want to make sure you’re on track financially?… Read More
How to Find a Financial Advisor
If you are wondering how to find a financial advisor, you’re not alone as the process can be challenging. The industry has long lacked consistent standards, and anyone can call themself a financial advisor. To… Read More
Attribution Analysis – Assessing Investment Decisions
If you want to improve your investment decisions, you need to quantify the impact of those decisions. That’s where attribution analysis comes in.
How are your Investments Doing – Benchmarking Portfolio Performance
Recently a client asked how his portfolio was doing, and my answer was that he was doing well because the portfolio return over the last decade was above the return target he had established in… Read More
Investment Management: Questions to Ask About Your Portfolio
I attended a conference on communications a few weeks ago run by Dimensional Fund Advisors. Dimensional, or DFA as they are known, has an interesting story. They were founded by academics, including a few Nobel… Read More
Roth IRA or Traditional IRA – What Works Best for You?
One of the questions clients ask most often is whether they should invest in a Roth IRA or Traditional IRA. There is no one right answer – as with most issues in financial planning, it… Read More
Investment Management and Building Your Portfolio – Questions to Ask
In the last few posts, I’ve covered the importance of investment beliefs and also discussed a few surprising things I’ve learned in nearly 15 years of managing investments. In this post, I want to cover… Read More
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management
I don’t write about investment management much, but that doesn’t mean it isn’t important – it is. In fact, aside from controlling spending and, by extension, saving, how you invest is the most important factor… Read More
Finding the Best Wealth Manager for You – Fit
If you are searching for the best wealth manager, understanding how they earn their income and what professional designations they have is important, as I explained here and here. Beyond that, though, fit is extremely… Read More