Mutual fund fees too high? Any product has to sell itself on being different, better, and worth paying for. You’d never pay extra to a driver who might — or … Read more →

New research reveals that investors believe high-price mutual funds can produce investment miracles. Few mutual fund investors would ever equate themselves with the gullible folks that bought Clark Stanley’s snake … Read more →

Several years ago, our firm retained Miller McMillian, a copywriter, to help us with our website. Little did we know, he began investing using the methods we’ve been espousing in … Read more →

The markets shuddered last week when the Bureau of Labor Statistics announced unemployment remained stalled at a dismal 9.1 percent. While this news launched a wave of rhetoric from politicians … Read more →

Are you saving money to travel, buy things you want, help the charities and people you love, send kids to college, stop working, or just plain relax? If so, consult … Read more →

Over the past year or so, the four leading trading houses have offered a suite of exchange-traded funds (ETFs) that trade for free. Schwab lead the charge by offering free … Read more →

Have you ever met the crazy conspiracy theorist who is convinced that a well-executed and malevolent plot lurks behind most events? These were the people whose eyes bugged-out during Y2K, … Read more →

Retirement investors who want investment advice are faced with two basic choices: pay high fees for professional mutual fund managers to beat the market (called “active” investing) or buy low-fee … Read more →

While the über wealthy use exotic tax strategies to exploit esoteric loopholes, the everyday investor has one great tax trick available in the form of exchange-traded funds. ETFs offer a … Read more →

If you have ever felt confused about the relationship between money and happiness, you’re not alone. Even the Beatles were torn over the subject, declaring in one famous song, “You … Read more →