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Ignore Cost at Your Own Risk

When selecting investments or investment advisors, people get caught up in mutual fund star ratings and performance track records. Cost of investing is only briefly considered, regardless of the sophistication of the investor, until they start to realize they aren’t...

The Danger of Stock Market Forecasts

(from Carl Richard’s New York Times’ Bucks blog, 1/10/2011 – click here for the original post) Carl Richards is a certified financial planner in Park City, Utah. His sketches are archived here on the Bucks blog, and other drawings are available on...

Resolutions – Part I

Brad Steinman, Director of the Canadian arm of Dimensional Fund Advisors, offered up 10 important investment resolutions to start off the new year. Brad’s goal was to warn investors away from “ill-advised practices that are detrimental to their wealth” and hopes that...

Planning Your Philanthropy

At year’s end, many people find themselves rushing to make last minute charitable contributions. Often, the intent of helping out an organization is lost when a deadline looms. Since we’re just beginning the year, it is a good time to create a charitable giving plan...

Planning Ahead

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 that was signed into law on December 17th clears up the uncertainty hanging over tax and financial planning decisions – but only until the end of 2012. Here are a few things to think...