Posts By: justin

20 Jan 2011 No Comments

The Difference Between Fee-Based and Fee-Only Advisors

The following link will take you to a good article that helps clarify the important differences between a Fee-Only Advisor (like IWM) and Fee-Based Advisors:   Click Link for Article:http://news.morningstar.com/articlenet/article.aspx?id=366401

18 Jan 2011 No Comments

Market Forecasts – Take with a Grain of Salt

“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good” .  Warren Buffet  The following links will take you to three recent articles […]

18 Jan 2011 No Comments

Munis: What to Do Now

The prices of municipal bonds are plunging to depths last seen during the financial crisis. At least one high-profile analyst is predicting widespread defaults. And a big asset manager is […]

18 Jan 2011 No Comments

Are ‘Alternative’ Bond Funds Safe?

A new crop of “alternative” fixed-income mutual funds employs hedge-fund-like tactics to protect against rising interest rates, defaults and other bond-market hazards. So far many have performed well—but they come […]

15 Dec 2010 No Comments

How a Fund Boutique Grew Without Losing Its Soul

A Morningstar analysis on mutual fund company Royce Funds written by Karin Anderson. Click here for article…

18 Nov 2010 No Comments

YOUR MONEY: When a Safety Net Is Yanked Away

Plan for the possibility of long-term care costs, but don’t assume that insurance will be the guaranteed answer. Click her for article from The NY Times…

18 Nov 2010 No Comments

Hugh Jidette isn’t real. Our national debt is.

Interesting website about our national debt. http://www.hughjidette.com/media/

11 Nov 2010 No Comments

Tax Report: Where Do Your Tax Dollars Go?

Interesting Wall Street Journal article by Laura Saunders. Click to read article…

20 Oct 2010 No Comments

Is Your Adviser Pumping Up His Credentials?

Those Fancy Initials After Your Financial Adviser’s Name Might Not Be As Impressive as They Seem Veiw Article Here…

5 Oct 2010 No Comments

Diversify Your Portfolio by Tax Treatment, Not Just By Asset Types

Good article by The Wall Street Journals  Carolyn T. Geer. Diversify Your Portfolio by Tax Treatment, Not Just By Asset Types