A recent Wall Street Journal front page story, “The Morningstar Mirage,” stated what most advisers should already know: Morningstar ratings don’t mean much. In my experience, those...
Kid Allowance Do's and Don'ts
Putting your child on an allowance is a critical step towards their eventual financial independence. It’s important to keep this future goal in mind when devising an allowance stra...
Defined Outcome In Investing: What’s That?
I don’t like index annuities, and I especially dislike variable annuities with complicated riders that supposedly promise you’ll never lose money. With these products, you get lots...
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