Good Advice for Those Getting Started (Part 1)
July 17, 2024
This week Paul met with the 20-year-old son of a longtime friend after the
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Vanguard Has a New CEO and They’re Having Some Trouble
July 16, 2024
Vanguard has grown to be the leader in the investment management world and touts
A Different Model for Taking Money in Retirement
July 15, 2024
Many people enter retirement with a fear of overspending, running down their portfolio, and
Watch Out for Payment App Scams
July 12, 2024
Most people are used to using services like PayPal, Venmo, and Zelle to pay
Independence Day 2024: Understanding FINANCIAL Independence (Part 2)
July 11, 2024
What is financial independence? Everyone seems to want it, but it isn’t easy to
Independence Day 2024: Understanding FINANCIAL Independence (Part 1)
July 10, 2024
What is financial independence? Everyone seems to want it, but it isn’t easy to
Inherited Assets: How to Avoid Mishandling the Financial Legacy of a Loved One
July 9, 2024
Inheriting assets from loved ones can bring on a combination of emotional and financial
The Best Performing Asset Category in Q2 Is Likely Missing From Your 401(k)
July 8, 2024
Q2 is over and Paul shares the best performing asset class of the quarter.
Election Season 2024: The Market Already Knows That This Presidential Race Is Going to Be Rough
July 5, 2024
Today, Paul spends a moment debriefing from an unusual presidential debate that has created
Paul Agrees: “The Annuity Industry Is Prone to Scams.” Here’s How It Happens.
July 3, 2024
Paul finds an article claiming that investors are avoiding annuities at their own peril.
“The Top Stocks of Top Managers” — Educated Investors Don’t Take the Bait
July 3, 2024
No one wants anything less than the best investments and the best advisors possible.
How Do Other Firms Feel About Annuities?
July 2, 2024
Paul covers some of his biggest gripes about the insurance industry selling investment products