Month: May 2015

What Do You Pay Your Investment Advisor To Do?

Are you paying your broker or the manager of your actively-managed mutual fund to generate a higher return for you than you think you can get from lower-cost passively-managed index funds?  According to Larry Swedroe and Andrew Berkin, authors of a new book entitled “The Incredible Shrinking Alpha,” you’re wasting your money. The term alpha…
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One Way To Choose Between Mutual Funds

Wouldn’t it be nice if there were a magical way to invest the cash in your IRA or 401(k) and know the return you will get in advance? When it comes to equities, returns are extremely difficult to predict. That’s because returns on stocks or stock funds can vary widely from year to year. If…
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Five Tips on Supporting Your Boomerang Child

The Pew Research Center found that some 36% of all 18 to 31-year-olds were living at home with their parents in 2012.  As the parent of one such child I fully understand what life is like under those circumstances.  I want to offer a few financial planning tips to those of you who are in…
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