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Tag: CFA

What Happens to Your Digital Assets?

| February 3, 2014 | 0 Comments

As more and more of our life moves from filing cabinets and desk drawers into “the cloud,” it is becoming more important to plan for the management of your electronic assets at death or disability. Think about your iTunes library. Or (for the six people reading this column who don’t own an Apple product) think […]

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The Fiscal Cliff. Hype or Hysteria?

| December 2, 2012 | 0 Comments

Last month I tried to show how Americans are both unclear and conflicted about what our federal government spends its revenues on and how much ought to be spent on those things. I tried to show that We The People want our government to spend more money on security and services than we are willing […]

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Disability Insurance Basics

| April 5, 2012 | 0 Comments

According to the National Association of Insurance Commissioners (NAIC), more than half of Americans say they would be unable to pay their bills or meet their expenses if they became disabled and could not work for a year or longer. Research on the reasons for personal bankruptcy has shown that prolonged medical bills are often […]

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Investing With Discipline

| March 1, 2012 | 0 Comments

In my last article I discussed some of the behavioral aspects to investing that can create problems for long-term investors. These are deeply rooted, emotionally driven mental shortcuts that humans have learned to use over the millennia. They have helped us to survive as a species in the wild, but are less helpful in today’s […]

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