Financial Planning Software Tradeoffs: My Experience
I considered using a different financial planning software package, but decided to stay with my current software. Here’s why.
Finding a Custodian That Fits, Part 2: TradePMR
In the second in our series on the pros and cons of RIA custodians, we take a closer look at TradePMR.
Finding a Custodian That Fits, Part 1: Interactive Brokers
In the first of a series, I look at Interactive Brokers' platform for RIAs.
We’re Not in a Stock Bubble: BlackRock’s Koesterich
However, BlackRock’s chief investment strategist says stocks are at the upper end of their historic range.
4 More Good Technical Indicators, and a Site That Explains All
To better build client portfolios, there are nine indicators to conduct technical analysis of the market.
5 Good Indicators for Technical Analysis
While no single indicator should be used in a vacuum, here are the first five of 10 indicators you may want to use as tools.
Social Security: Then, Now and the Future
To understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
Investing Lessons From Rereading Benjamin Graham
For my summer reading, what I'm relearning about investing, and human behavior, from the masters.
A Tactical Bond Fund With a Twist
With zero GDP growth (sorry, stocks) and cash paying essentially zero, here’s a bond fund that may make the grade for clients.
Under the Hood: Reverse Mortgages—What You Need to Know
Fred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.