There are a number of issues that need to be carefully considered to craft investment policies. These include the scope of the project—ambitions and limitations—and the overall constraints you need to keep in mind.
It seems like investors are always looking for somebody to emulate. I find investors dissecting the buying decisions (and annual investor letter) of Warren Buffet, reading books by Peter Lynch, and spending hours trying to figure out how..
If you have been considering the importance of a personal investment policy statement for the financial future of your family, you might be thinking about starting one. Creating a Personal Investment Policy can be a lot of work, but it is..
The financial services industry spends lots of time talking about the personal financial plan, and how everybody should have one. They spend far less time on the other document widely recommended by financial pros, the “personal investment..
Okay, given that we are on a little low-tech password management campaign here, I am going to offer a variant that might be useful to add security to any of the previous methods discussed. This post builds on any of the systems we already..
There are many old ideas getting recycled these days, and we are going to be writing about a lot of them here, as we look at them from a financial planning perspective. Some of them have definite financial planning benefits, and others..
Okay, so if you read our last blog entry (Low-tech password management, part one) you know we are doing a quick little series on ways to be more secure online without going high-tech. I have a pretty serious security setup, but most people..
Over the years we have often heard from our clients about their concerns regarding their financial information being on the internet. People have expressed doubts about the security of their investment portals and worried about people..
In support of the whitepaper... NOTE: The purpose of this interview is to examine two things — First, whether the advisor is an appropriate match and second, to evaluate the advisor’s degree of candor. Look for signs of evasion, and..
First, an anecdote. Names and a few minor details have been changed to protect the innocent. Otherwise, this is a true story. A friend of mine, in the summer just after we graduated from college, went on a cross-country drive in an attempt..
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