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Investing Fundamentals – Risk and Return

Risk and Return Tilting your portfolio to gain exposure to stocks with higher expected returns is a sound investment strategy. By Chas Boinske Key Takeaways In theory, well-established large stocks and high-flying growth stocks would seem to deliver superior returns to investors. Not so. Research shows that over time small stocks and value stocks outperform […]

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Teaching Children Financial Literacy

Kids need to learn the value of a hard-earned dollar, but they should also learn how to save, spend wisely, be charitable, pay taxes, invest and eventually become financially stable.  The earlier they start on this path, the better off they will be.  Here are a few recommended money lessons for children as they age. […]

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Thoughts on Raising Financially Responsible Children

Teaching financial responsibility to children is a great way to provide them with knowledge and experience that will help them grow into financially stable adults.  Our first lessons about money come from our parents and they set the frame-work for the critical lessons and behaviors to promote healthy money attitudes and habits in children. Lessons […]

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Social Security: How Do I Know When To Begin?

There are many great mysteries in the world.  Some are created by the forces of nature and some are created by our desire as human beings to overcomplicate things.  The rules around receiving Social Security help to create one such mystery. Most individuals approaching age 62 have probably had the thought:  “Should I just take […]

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Decanting a Trust

The Basics A trust is a legal relationship where someone (the grantor) arranges with another (the trustee) to hold property for the benefit of a third-party (the beneficiary). The grantor transfers a split ownership of property–legal ownership to the trustee and beneficial ownership to the beneficiary. The grantor names the beneficiary and trustee and establishes […]

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