One of the most common discussions I have with clients is about the importance of making the correct decision about when to start taking...

In a recent column I reported on a survey done by the financial services company HBSC that found only 59% of US parents intend to leave...

A common misconception is that bond funds are more exposed to interest-rate risk than laddered individual bond portfolios. The truth is...

This is a very interesting article on “Perspective” by Jim Parker of DFA. Steve ===================================== Much financial news...

This is an excellent article about DFA Funds by Dave Yeske & Elisa Buie. Full Disclosure – I am a fan of these funds! Steve...

Some of the best advice – ever. Steve ========================= One of the first steps to saving is to get yourself on an automatic pay...

There are some great basic ideas in here. Steve ==================== If you follow the news, you’ve probably read a lot about the state...

Debt is a problem for many people.  The article below by Abby Hayes gives some excellent ideas for attacking debt! Steve How to Pick a...

Don’t trash your goals because you think they are impossible. Steve ====================================== A fair number of people, it...

One more creative retirement idea! ======================================= Don and Joyce Parker whip out their IDs whenever they want to...

Here’s an excellent article by Jim Parker – pointing out the fallacy of the “Golden Ticket” belief. If this is your strategy, I suggest...

So – how smart are the prognosticators?  Westin Wellington addresses this subject in a way that will make it clear to you that you...

They aren’t super-rich, and they aren’t bankrolling big foundations. They’re average investors who have saved and invested responsibly...

This is an excellent article about how to protect your wealth. Steve ======================================= When financial planner J....

Rick Kahler does a great job discussion the Variable Annuities in this article. Steve Many investors, panicked by the market crash of...

New Year’s Questions I picked these questions up at a wonderful workshop I attended a few years ago and have found them very  useful....

This article from Kate Bratskeir of the The Huffington Post is very interesting and worth reading – but only if you are interested in...

This article, By Jason Kephart, reinforces a fact that DFA and others have been talking about for years, and which is a key aspect of my...

A client shared this article from the Wall Street Journal with me today.  I love the article and think it has some great ideas in it. ...

Here is an interesting article by Jim Parker, Vice President of DFA, about trying to figure out what interest rates will do and how that...