Archive for June 2018
Past performance is no guarantee of future results
There is a universal disclaimer that warns investors not to assume that the recent results of any particular investment will continue into the future. Despite this warning, when contemplating potential…
Read MoreMy first financial lesson
On this Father’s Day, I want to share with you the first financial lesson my father tried to teach me. When I was in the second grade, the public school…
Read MoreTax shelter not just for the wealthy
The Blackstone Group LP has been pitching an innovative tax shelter to its ultra-wealthy clients. Invest your money with us and never pay any taxes. Blackstone, through its subsidiary, is…
Read MoreIncome planning
Once you are no longer working, you need to determine not only how much income you can afford to spend each year, but also from which accounts you should be…
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