Q: Many experts recommend hiring fee-only financial planners. I get that a fee-only planner can be paid hourly or flat...
Updated: October 11, 2014, - 05:12 PM
A Wall Street drama. A financial soap opera. Yes, the abrupt exit of bond king Bill Gross from the firm...
Updated: October 04, 2014, - 04:40 PM
Last week, I spent a few days in Phoenix thanks to Experience Matters. It’s a remarkable nonprofit that brings together...
Updated: September 20, 2014, - 05:09 PM
Q: My son asked me today, “You and mom have a savings account for our college, right?” I’m disappointed in...
Updated: September 13, 2014, - 04:25 PM
Q: How do you answer the frequent questions these days about bonds? Our clients, like many, are concerned about the...
Updated: September 06, 2014, - 02:00 PM
“What is a cynic? A man who knows the price of everything and the value of nothing,” wrote Oscar Wilde....
Updated: August 23, 2014, - 04:58 PM
Remember the Crosby, Still & Nash song, “Teach your children well?’’When it comes to managing money, we’re all wondering how...
Updated: August 15, 2014, - 11:49 PM
Q: Here’s the spot we are in. My wife had 28 ½ years in with a company and she was let...
Updated: August 09, 2014, - 02:00 PM
Q: My wife and I, both 80, are comfortably retired with no debts. We do everything we aspire to including...
Updated: August 02, 2014, - 02:00 PM