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Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Saving for College 101
Here’s a crash course on saving for college.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When considering life insurance, it's important to understand your options.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
The market is as unpredictable as the weather. We’d love to help you prepare.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are hundreds of ETFs available. Should you invest in them?