How can investors of modest means get the advice they need to thrive with longer lifespans and higher healthcare costs? Commissions serve…
Avoiding Appalling Fees For Sound Financial Advice
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Investment Planning Articles
Hedging Stocks with Real Estate Investment Trusts
Can day laborers earn money from space as landlords or lenders? Congress created Real Estate Investment Trusts (REITs) in 1960 to enable small…
Hemming, Hawing, and Hedging Options
Published in the Press Banner, May 2, 2025 In a volatile economic landscape...
Ride Out the Storm of Global Tariff Wars
This week Donald Trump declared Liberation Day which, in Orwellian language, stood for punishing trade wars on most of the…
Fundamental Analysis in Securities Investing
Published in the Press Banner, Feb. 28, 2025 As legendary investors like...
Cryptocurrency: The Emperor’s Fine Clothing
Published in the Press Banner, Jan. 31, 2025 With Bitcoin, expect further...
Planning for Deficits with Trump and Harris
Behold: the CFP as economist advising you! Your psychology and economic perspective define your plan but the planner shares…
Diversify Stock Rabbits with Bond Turtles
If stocks perform like hopping rabbits, who needs sluggish bonds in the Santa Cruz Mountains? The answer lies not in market timing but numerous…
The Rule of 72
Old as the Renaissance, this simplified rule should be shouted from rooftops, emblazoned on blimps and taught in every schoolroom.