There are some words in my vocabulary that most people in my profession hate to use. The “f” word comes to mind as one such word. Most advisors I know hate the “f” word, but I love it! I use it all the time… At home… In my office… At a restaurant… Everywhere! Here’s why… Read More
7 Great Ways to Invest Your Tax Refund
If you’ve read this blog for any length of time, you know I’m not a huge fan of giving the government an interest free loan every year (i.e. tax refunds). But what if you’re like most people and you receive a tax refund this year? What should you do with this sudden increase in wealth?… Read More
The Most Important Rule of Investing (Almost) Everyone Breaks
Type “rules of investing” into a search engine and you’ll find no shortage of results. On the first page of Google alone, I counted approximately 103 rules of investing, judging by article titles. Granted, many of these rules probably overlap from article to article, but there is one important investing rule that rarely gets mentioned… Read More
Warning: Are You Paying These Hidden Investment Fees? (Part 2)
In our last post, we talked about a few hidden investment fees that many investors are paying, usually without even realizing it. Unfortunately, that list wasn’t complete. In this post, we continue with our list of hidden investment fees, as well as a few ways for the average investor to avoid these fees. As a… Read More