facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

Articles on Wealth Management Topics

FAFSA Follow-Up

As mentioned in the last issue of "Seasonal Musings", families have a tendency to underestimate their eligibility for need- based financial aid for college. Many wealthy parents, in particular, wonder whether it's worthwhile to apply for financial aid.

Read More

Value is Trumping Growth

Some stocks are deemed to be "value" stocks, while others are labeled "growth" stocks. The "value" label is most commonly given to stocks with low prices relative to the company's earnings or sales revenue or cash flow or accounting book value.

Read More

Project "Smart Beta"

With financial markets quietly grinding higher in recent months, I've been able to complete one of my major projects for the year, which was to investigate so- called "smart beta" mutual funds.

Read More