The Investment Equivalent of Working at Wal-Mart
Today’s cosmic question: What’s the best investment a retired person can make these days? Answer:
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Variable Annuities That Beat Taxable Funds
“Are Variable Annuities Right For Your Clients?” That’s the title of an interesting article in
The 401(k) Plan Tax Trap
Here’s a situation they don’t tell you about. You’re 61 years old. You’ve had a
How The Tax Torpedo Hits
The Tax Torpedo, part 1 Portfolio managers call them “torpedo stocks.” They are the disastrous
It’s Not Just About Haves or Have-Nots’
Talk about predictable! President George W. Bush unveils a plan to eliminate the taxation of
The Leverage of Saving
Saving, like regular flossing, is good for us. We know that. The hard part is
The Human Alternative To Money
“When gold rushes end, people can start to look at things a little differently,” Ralph
Sex, Death, and Taxes
Sometimes it’s difficult to keep a straight face. Consider the conversation where a free enterprise
Bull and Bear, Most Active Managers Fail
“Should you index at least some of your portfolio? This is up to you. I
The Magic Bullet of Investment Return
For the middle of the Great Depression, it was a masterstroke. The savings of millions
The Magic Bullet of Investment Return
Live long and prosper! If we do the first, we may not be able to