Fees

Most investors set a target asset allocation for their investment accounts.  Normally this is the amount invested in stocks and bonds.  (Even though other assets could be a part of the mix as [...]

Ready to start investing?  Excellent!  This is good. If you have done some research you may have an idea of what you want to invest in.  Your confidence in your plan may be strong or you might [...]

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 RECEIVED A FLYER IN THE MAIL TO PARTICIPATE IN A “RETIREMENT SURVEY.”  It was from a large local advisory firm here in the Twin Cities – Wealth Enhancement Group. FOR THE [...]

DO YOU LIKE TO BE AROUND NICE PEOPLE?  Work with them?  Spend your social time with them?  Is this a trick question? IT IS SAFE TO ASSUME THAT, ALL THINGS BEING EQUAL, we would prefer the company [...]

DO YOU KNOW THAT YOU CAN INVEST FOR FREE?  Well, almost!  There’s no catch!  You can open a brokerage account at Vanguard at no charge and buy an ETF that owns thousands of stocks.  And the [...]

USED CAR SALES PEOPLE GET A BAD RAP. They’re an easy target. They are the ubiquitous reference for any shady, aggressive or over the top sales tactics. HOWEVER, THEY HAVE NOTHING ON THE [...]

DO YOU WANT TO MAKE MONEY ON YOUR MONEY?  I do.  Most of us do.  This is why we invest.  It doesn’t make us greedy. If you don’t want to make money on your money, why invest? WHETHER [...]

MOST COMPANY RETIREMENT PLANS GIVE YOU THE OPTION TO SAVE MONEY PRE-TAX OR AFTER-TAX.  Many people I talk to aren’t sure which one they should select. So what should you do?  Which one is [...]