April 2012

In the last three days, two friends came to me with the same question,” I want to start a blog but don’t know how. Can you help me?” I gave my pals some general ideas and then sent them to my friend Bob Lotich’s website. You see, I asked Bob the same question several years [...]

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Managing your funds means that at some point you are going to have to make a buying and selling decision. This is known as rebalancing. But how do you know when to rebalance your mutual funds? The question comes up often and it’s actually a great point to consider. When and how you rebalance is [...]

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Why not turn your dream of moving abroad into reality? Many people I know have done just that. Some of my clients have retired overseas. And this is a very popular choice for people who don’t have enough money to retire in their current location. Other people I know pick up and go while they [...]

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You will make more money and have a better career and life if you are nice – even to jerks. I’ll admit that this is much easier for me to say than to do. But let me illustrate this idea with a story. I recently returned from a short visit to Israel. I have been [...]

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A great way to make a small business more successful is to harness the power of word of mouth advertising. I’ve been in business for myself for over 20 years. I am convinced that word of mouth marketing is the pillar. There is simply no better way to grow your business. The price is right [...]

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Are you unwilling to lose money on your investments? There seems to be a lot of that going around. I just got off the phone with Christine. She’s a hard working single woman who was upset with another investment advisor. She’s angry about losing $27,000 on her investments over the last 6 months. I can [...]

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