A death binder or legacy folder is where you store all the pertinent information that can help your family pick up the pieces if you, your partner, or both of you leave this world unexpectedly. It can also come in handy if you are incapacitated and unable to function as you did before....
As for investment management, Personal Choice Financial Advisors’ portfolios are built using years of academic research to identify persistent market premiums.They target low-cost, no-load mutual funds and ETFs and build a custom portfolio to meet your financial goals. ...
Take a look at theactive versus passive equity fundperformanceyourself. It is shocking how many professional money managers underperform their respective indices. The below chart shows that 81%+ of equity mutual funds underperformed over the past 10 years. 2) You are not a financial professional E...
(hereinafter referred to as the "TDC"); has levied and imposed a tourist development tax; and has established a Tourist Development Plan for use ofthe funds derived from the tax; and WHEREAS, the Tourist Development Plan currently provides that a percentage of the funds derived from such tax...
This is probably the best investing book for beginners on this list. Written by the founder of Vanguard, Jack Bogle explains in basic terms why most investors fail, why most mutual funds are rigged, and why low cost index funds are the easiest, simplest, and best way for building wealth ...
The goal is for your family to invest the death benefit in good growth stock mutual funds averaging 10–12% growth each year. That way your family can use that growth to replace your income without having to touch the original investment. So, here’s the equation: If you make $80,...
Vanguard is the brokerage I use and recommend for stocks and bonds investing and for non-real estate retirement accounts. Their index funds consistently have among the lowest fees of the mutual fund industry. In addition, their entire corporate ownership structure is built to serve investors first...
Common Sense on Mutual Funds by John Bogle (index-based investing) A Random Walk Down Wall Street by Burton Malkiel (the fundamentals) Simple Numbers, Straight Talk, Big Profits by Greg Crabtree (small business finance) The Best Fitness Books ...
ETF investing Macro Investment Style: Long/Short Equity Special Situations Growth At A Reasonable Price Trending Analysis Wall Street Exclusive: A 'Unique' Economic Cycle Oct. 14, 202465 Comments Wall Street Exclusive: The Fed Pivot Causes A 'Reset' ...