Investing Strategies

For the newly anointed, investing can be intimidating.  Part of the problem is that this is a world of confusing words like the stock market, bonds, mutual funds, ETFs, and IPOs.  And since there is so much at stake, the consequences of getting it wrong can be huge. A mistake now could result in a […]



All things being equal, simple is better than complex. Do you agree? I am sure you do. My experience tells me that those who get rid of needless complexity from their financial life tend to do much better than those who don’t. And if you’re on board with that idea you’ll definitely want to automate […]


Life insurance is an important part of your financial foundation. Because of that it’s crucial that you work with a good insurance company, policy and agent. Let’s get to it. Bad Life Insurance Companies Life insurance companies are in business to make a profit. There is nothing wrong with that. In fact, most life insurance […]


If you want to understand mutual fund fees and how they impact fund performance, it’s important to first understand our terms.  The mutual fund industry likes to keep their vernacular nice and muddy so you don’t question what they do with your money.  Let’s unravel that mess right now so you can fully understand what […]

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Let’s say you know you want to invest in equity funds. Great. But how do you determine exactly which fund to buy? This is important stuff. If you use the wrong criteria, you’ll probably end up with the wrong fund and that could leave a mark. Ouch…. The Two Greatest Mistakes To Avoid When Selecting […]


The simpler your financial life is the more secure it will be. When you spin lots of plates you increase the odds of having a few fall and break into a million pieces. I’m not suggesting you sit home, bury your head in the sand and keep your money under the mattress. As Albert Einstein […]