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How To Scew Up Your 401k Plan

The following is an excerpt from 5 Ways to Screw Up Your 401k There are all sorts of creative tax loopholes out there for savvy investors to exploit, and over the years I’ve looked at (and even tried) plenty of them. But the truth is, you don’t have an army of fancy Ivy League tax […]

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Advice to a Recent Graduate

The following is an excerpt from 5 Things You Must Do As Soon As You’re Employed. 20 years ago, long before I starting managing money professionally, I remember a little nugget of wisdom my mother’s financial advisor Daniel gave me: “Your career is a far more important investment than any stock or bond I’ll ever […]

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Spring Cleaning Tips for Your Portfolio

  The following is an excerpt from a piece I wrote for InvestorPlace: 10 Spring Cleaning Tips for Your Portfolio I don’t personally do a lot in the way of spring cleaning. It seems that my wife actually takes pleasure in digging through my closet and throwing away clothes that have outlived their usefulness, so […]

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5 Mistakes That Could Derail Your Retirement

Photo credit: Alex Proimos The following is an excerpt from 5 Simple Mistakes That Could Ruin Your Retirement. You can make a lot of mistakes in your youth … and assuming none of them get you killed or put in prison, you can generally recover from them. Time is on your side. But the closer you […]

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Lessons Learned From Prince’s Untimely Death

I gave my thoughts to Kiplinger’s Stacy Rapacon on lessons we can learn from the unfortunate passing of Prince. The music legend apparently passed away without a proper estate plan. Or if he had an estate plan, no one knows where it is… which is just as bad. See below: Keep a copy of your […]

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All About Robo-Advisors

Tadas Viskanta at Abnormal Returns posted an interesting piece on the rise of robo-advisors: Peak Robo-Advisor? Tadas asked his fellow financial bloggers to chime in on the robo revolution, and I shared my thoughts below: Q: Venture capital has likely dried up for stand-alone robo-advisors. If so, where does the business of rob-advising go? Or said […]

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Your Ex Could Get Rich If You Don’t Update Your 401k Beneficiaries

I chatted with InvestorPlace’s Jeff Reeves on a story he wrote for USA Today on the importance of keeping your 401(k) and IRA documents updated. You don’t want to mess this up. Doing this wrong can result in your ex-wife or ex-husband walking away with your entire life savings, leaving your new spouse and even your […]

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How to Pick the Right Robo Advisor

I gave my thoughts on Robo-Advisors to Joanne Cleaver, writing for U.S. News and World Reports: “Robo-advisors are to investment advisors what TurboTax is to tax preparers,” says Charles Sizemore, founder of Sizemore Capital Management LLC in Dallas. “If you have a complex situation, TurboTax won’t help you. If you have a complex situation, the […]

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Running a Financial Advisory Practice in the Age of the Robo-Advisor

Here’s a novel idea: Advisors might actually need to earn their advisory fees in the years ahead.  With the arrival of online financial planning sites like Mint.com and robo-advisors like Covestor, which allow an investor to mimic the trades of a portfolio manager, a real in-the-flesh advisor has to offer something more than generic, packaged […]

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Choosing the Right Broker

I originally penned this for an update to Macro Trend Investor in April 2014, but the points are as relevant today as they were when I wrote it.  This brings me to a topic that I get asked about regularly: choosing the right broker. With so many low-cost online brokers offering such a wide array […]

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