Showing by category: Advice

Try not to let capital gains tax prevent selling an investment
I often come across investors who are reluctant to sell an investment because of the associated capital gains tax payable. Whether it’s a stock or mutual fund they’ve owned for ages, a rental prop [more]
Financial Advisors need continued education
As I write this I am wrapping up a three day industry conference on insurance and investment planning. I make an attempt every year to attend at least one industry conference on top of the on line an [more]
Who’s Your Money Mentor?
“At the end of the day, the questions we ask of ourselves determine the type of people that we will become.” – Leo Babauta The way that we handle money as adults is greatly influenced by ever [more]
The Value of a Financial Mentor
"One’s mind, once stretched by a new idea, never regains its original dimensions." ~ Oliver Wendell Holmes A wise woman told me several years ago that if I wanted to get ahead I should find someo [more]
Do-it-yourself or Financial Advisor?
This debate is getting more and more appeal.  There is no shortage of different perspectives on the issue of looking after your own money versus using a financial advisor.  Here's my perspectives on [more]