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February 26, 2014 in Investing, Money Management, Tax Management
Part I: Building Blocks for Your Life’s Goals Building your dream home involves countless moving parts: architectural blueprints, plumbing and electric, interior design, landscaping, city permits and more. Few would face such a daunting task without an experienced general contractor to ensure that each piece has been individually addressed as well as properly fitted into the whole. And yet, when it comes to their money, most families wind up with a hodge-podge...

February 19, 2014 in Investing, Real Estate
Depending on your unique risk tolerances and financial goals, there are times it can make sense to allocate a percentage of your portfolio to real estate investments. But there’s real estate, and then there’s real estate. Do the homes you live in count as investments? Let’s take a closer look. The Role of Real Estate in Your Portfolio Why would you invest in real estate to begin with? As Forbes contributor Frank...

February 11, 2014 in Dimensional, Investing, Money Management
As Valentine’s Day nears, it seems like as good a time as any to cover the frequently asked question about whether gold has an appropriate place in your investment portfolio. We’ve got nothing against your considering the tasteful gift of gold for your sweetheart this time of year, but when it comes to your or your loved ones’ life savings, we advise you to avoid all that glitters. In his article,...

February 4, 2014 in Family Money, Investing, Young Adult Series
A recent question from one of our clients struck me as excellent inspiration for a blog post of wider appeal. It went something like this: “My son is now 18 and tells me he wants to invest in stocks, or mutual funds, what do I think, etc. He has $1,700, so not really enough to shake the markets, but I am happy he is developing an interest. Before I respond to...