Common Investment Diversification Problems and How to Avoid Them You’re diversified, right? You own all kinds of investments – individual stocks, traditional mutual funds, and those new-fangled exchange-traded funds (ETFs) – and have multiple accounts at different financial institutions. That’s … [Read more...]
Advice Featured in Dallas Morning News
The Dallas Morning News hosts an annual financial planning hotline and web chat to allow readers to get free financial advice from members of the Dallas-Fort Worth Financial Planning Assocation. I've participated in this event for each of the last 3 years, and this year's questions reflected many … [Read more...]
September Personal Finance Newsletter
The September 2010 personal finance newsletter is now available. It includes information on opportunities unique to 2010 for year-end tax planning, tips on teaching your college-age child about money, how a stronger dollar affects your portfolio, information on FDIC insurance now that higher limits … [Read more...]
August 2010 Personal Finance Newsletter
The August 2010 personal finance newsletter is now available. It includes information on how college scholarships are taxed, how the new healthcare law affects Medicare drug plans, and, as always, an investment market update. Enjoy! Click here to view the newsletter. … [Read more...]
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