When it comes to buying or selling your home, most of us already know that the price depends on three things: location, location, location. Asset location is a similar, if less familiar rule that applies to your investments. By managing asset location within your portfolio, you are able to keep as much of your money as possible – even after taxes take their cut. Given how deep that cut can...

Sheri was featured in The Wall Street Journal’s MarketWatch article by Charles Passy “It also helps that they may have specific knowledge and experience that allows them to target a niche clientele — as in former colleagues or just professionals with a similar background. Sheri Iannetta Cupo, a founding principal of SAGE Advisory Group in Morristown, N.J., says that as a former GE employee, she found it frustrating trying to...

Warren Buffett has admitted to it, as has his business partner Charlie Munger. Others reportedly under the influence include presidents Obama and Clinton; Madonna; Jay Leno and Conan O’Brien; and, of course, Oprah.[1] I too am hooked. We can’t help ourselves. We can’t stop reading. Thankfully, there is plenty of evidence that the more you read, the better you get. (If only chocolate worked that way too!) In his Farnam Street...

  In my last blog post, we explored how to discriminate between helpful and misleading financial charts and graphs. Scrutinizing the source of the material and whether it has undergone robust peer review is one of the best ways to determine the likely quality of an illustration without further ado. Beyond that, it helps to understand some of the tricks that can be – and sometimes are – played in presenting...