Issues to Consider When Reviewing Cash Flow

While most people know what they should be doing, they still often fall short of properly tracking and managing cash flow.
Issues to Consider When Reviewing Estate Planning Documents

Reviewing estate planning documents is an important exercise, but it can be a daunting task that is tedious and even confusing at times.
Why the Wisdom of the Market Crowd Beats AI

Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the fair price of a stock or a bond?
Let the Compounding Commence!

Compounding is the process by which the value of an investment increases over time as earnings or interest are reinvested.
Is the Debt Ceiling Bringing You Down?

So, what is going on with the U.S. debt ceiling? As potential threats loom large, we are seeing articles in abundance throughout the media.
The Stock Market vs. Stocks in the Market

While many people think they know more than other investors, one thing is for sure. None of us knows more than the market.
What Role Does the Financial Media Play in Investing?

Bad things tend to happen to your personal wealth if you read, watch or listen to too much news from the financial media.
What Is Asset Location?

Asset location should not be confused with asset allocation. The two are related, but different, portfolio management techniques.
Hoop Dreaming Is Fun During March Madness

Many people fill out a bracket for March Madness, and you can actually find many connections between the tournament and investing.
Is Social Security Going Bust?

When planning for retirement, there is one topic that is often top of mind for many people. What if Social Security goes bust?