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Many of my clients use Interactive Brokers.  It can work well as a broker for expats that want a low-cost account to setup their own investment plan. But IB is designed for traders so it can be a [...]

Many of my clients ask me how they should track their investments. I also see similar questions on some blogs or Facebook groups as well. I even used to “track” my investments as [...]

I’m about to turn 54. How did this happen? For those of you in your 60s, 70s, or 80s, you might be wondering where the time went as well. The good news is that I feel quite good—maybe not [...]

Last Summer I received an email from a client that I always enjoy hearing from. He was on vacation relaxing and visiting family back home. In his email, he explained to me, “Somehow I got [...]

Here is our list of “How To” videos.  Click on the link and it will take you to the video in YouTube. These videos are for our clients exclusively. Vanguard Vanguard EFT [...]

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EVER FEEL GUILTY ABOUT SPENDING MONEY?  Many people do.  I hear this frequently from clients.  For example, during a call with a client a few weeks ago she mentioned that “we probably spend [...]

IF I COULD GET MY PRE-RETIREE CLIENTS TO DO ONE THING, it would be to put together a solid, tight budget of what they will spend during retirement. I HAVE FOUND THAT FAR TOO MANY PEOPLE SPEND TOO [...]