Merriman Capital provides a great article on finding the best risk versus reward profile for each individual investor. This is a very well thought out article on how figure out your personal tradeoff between risk or reward when it comes to investing. Merriman Capital, also has a pretty decent podcast (as long as […]

Jonathan Clements, who pens the “Getting Going” column for the WSJ, writes “Due Diligence: The Five Key Rules
To Heed Before Hiring a Financial Adviser” (subs. req.). Here’s a brief of his advice for hiring a financial adviser:
1) Use a fee-only adviser.
2) Work with someone who has credentials, such as a Certified Financial Planner and […]

John Wagonner of the USA Today says “When It Comes To Your Portfolio, Rebalancing Act Takes Good Timing“.  This is a very good article on the reasons and benefits of rebalancing.  However, Mr. Wagonner elaborates, “A better question is whether you should rebalance your portfolio, particularly if the market has knocked it out of whack. […]

Richard Jenkins wrote a very basic (and somewhat old) finance article for MSN Money, titled “Turn $1 a day into $67,815“. It’s still a great reminder of how simple it is to amass wealth. Towards the end of the article Mr. Jenkins provides other tips to reduce monthly spending pointing out “if you can […]

Humberto Cruz’s “Tax Forms Road Maps To Future”, presents some insightful points in reviewing your annual tax filing. Financial advisors recommend reviewing your financial picture once a year, and as Mr. Cruz recommends, why not do it with your recently filed 1040. According to the article, “just about every line on the 1040 […]