I have been invited to speak at the “It’s Your Money!” seminar series several times over the last 10 years. This month I was asked to teach their Fixed Income Investing course. Fixed income investing is admittedly not the most exciting topic, but it's one of the more important ones in the series.
I’m very excited about the current revolution I’m seeing in the world of insurance advice. In the last few years, no-commission life insurance options have become more widely available, and that trend looks to be accelerating. Unfortunately, most folks are getting their life insurance advice the old-fashioned way.
The most popular kids in school do not always end up doing the best following their glory days. Is the same true of the most popular stocks?
Over the years, I have written many technical planning and investment-related articles. To prove to you that I do have a life outside of work, I’m sharing some of the latest happenings with my family and me.
Once you have done the hard work to determine a mix of holdings that's best for you, there is still plenty of work to be done. MILE Wealth uses smart rebalancing strategies and finely tuned software to keep client portfolios in check.
Most investors have an investment portfolio that’s exclusively made up of stocks and bonds. Adding holdings that provide other sources of income and capital gains makes good sense. There is one area I’ve used for several years and continue to be excited about – “core” real estate.
I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.
Credit cards are a problem for many. When used wisely, they have some great benefits. I'm guessing you know about many (but not all!) of the potential benefits.
The best chess players today are not grandmasters or chess-playing computers, they are human players who can most wisely use multiple chess programs ("cyborg" players). This same concept applies to the world of financial advice.
As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.
The stock and bond markets are always looking ahead. Unfortunately, we are terrible at predicting the future – especially in the financial world – and the talking heads on TV are no better.
Investing in the bond market is especially tough right now. Click to watch a quick video that explains how the dynamics are different and how MILE Wealth is protecting client portfolios against likely interest rate increases.