Salespeople who hawk annuities to older people may receive lucrative rewards – trips to Oahu, yacht tours of the Mediterranean, Mercedes...

The kids are not all right. As the millennial generation starts to reach its 30s, many of these ‘80s and ‘90s kids are having kids of...

Wouldn’t you like to know how to get smarter? Of course. I’ve looked at the science on the subject many times in the past and there are...

I have long been a fan of Donor Advised Funds.  This article by Wade Pfau talks about some of the benefits.  If you are interested in...

The money that many millionaires have is never enough, according to the UBS Wealth Management Americas Investor Watch report, When is...

It’s always good to listen to Warren Buffet.  Good article by Jason Zweig. Steve ============================= That question will...

Our April Business Conditions Monthly report began the discussion of federal income taxes and equity. It reported IRS data showing that...

“Nothing is certain except death and taxes.” How often that phrase has been quoted since Ben Franklin penned it in a letter to his...

Index fund investors let the facts speak for themselves. The long-term data comparing active funds to index funds shows actively managed...

Michael Kay makes some great points about getting the important things done.  If you need some help getting anything done – or just want...

It is rumored that some of the wealthiest Americans manage to pay less in taxes than some of their employees. They achieve this by one of...

“Life is short. If there was ever a moment to follow your passion and do something that matters to you, that moment is now.” Passion...

Most broad market indexes were just about flat for the first quarter of 2015. What’s behind the ho-hum performance of the broad market?...

Right about this time of year, a couple weeks before April 15, I start getting cranky. Okay, crankier than my usual tax season cranky....

Although this is written from a Canadian’s perspective, the points are valid for American’s – and are excellent. I would love to hear...

With giant discount brokerage Charles Schwab launching its Intelligent Portfolios service this past week, the fledgling industry of...

Warren Buffet is always good for a few sound bits of investing advice.  We all should pay attention. Steve ==============================...

Charles Ellis, one of the most revered figures in American investing, hates to waste time. Especially when it comes to an issue over...

I agree with Jim Blankenship’s premise in this article. Steve ============================================ As you likely know from...

This is a great book with some timeless lessons about money and this article, by Jim Blankenship, does a great job of explaining the...