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Actively Managed

Do you know how active is that “actively managed” mutual fund you’re invested in?  Probably not, and yes that is typically a rhetorical question. But in the not too distant future you should have a clearer picture for many funds. Large asset managers, including T....

The Price of Admission

When I am working with my client’s and I let them know that they are in the top 10% of the country they typically are aghast. The threshold for the top 10% of earners is just over $138,000.  That could easily be a married couple both making $70,000, with a mortgage,...

How big do you want to grow?

Size does matter to some.  There are those who become entrepreneurs to be world class, the best of the best, leaving all others in the dust. Then there are those who want to basically create a job for themselves to cover their bills and provide for their families. ...

Don’t have or can’t find a financial advisor?

I am approached by financial advisors regularly; they are prowling only for high net worth clients.  Now every high net worth client that I have, has at least one financial advisor and a few have a couple.  Some even run their own investment accounts as well. Now,...

Privacy

Europe rolled out costly privacy regulations in May, with strict privacy and security mandates for sites collecting personal data and big fines for violations. Other countries are also looking to tighten privacy rules and forcing more online censorship. In spite of...

Rental Properties

I meet an investor that only believed in investing in real estate only around colleges and universities. He knew that with these locations he would always have people interested in renting his properties. This made all the sense in the world to me so to see an article...

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