• Money
  • The Smarter Investor

The Smarter Investor

July 2012


Zuckerberg's Smart 1 Percent Move

By |

Mark Zuckerberg has a net worth of around $15.7 billion, even after the post-IPO drop in the share price of Facebook. Yet with all his wealth and purchasing power, he recently refinanced a $5.9 million mortgage on his Palo Alto, Calif. home with a 30-year adjustable rate loan at 1.05 percent. When ...

Read More

TAGS:
investing
mutual funds

The Big Retirement Lie

By |

What if everything you were told about saving in your company retirement plan was bogus? What if the benefit of tax-deferred growth in your mutual fund based retirement plan was really a well-funded Wall Street marketing gimmick?

For decades now, you and I have been told to sock away our hard-earned ...

Read More

TAGS:
investing
mutual funds

How Not to Pick a Mutual Fund

By |

I recently attended the Morningstar Investment Conference here in Chicago. As usual Morningstar did a great job hosting and staging this large conference. 

During one of the breaks I was walking through the exhibit hall with another financial adviser, and I remarked to him that I was amazed at the ...

Read More

TAGS:
investing
mutual funds

New Job? New Finances

By |

Moving to a new employer offers a fresh start to your professional life. You also have a great opportunity to update your financial planning strategy.

First off, do something with your old 401(k) account. Contact your former employer to find out about your options for your old plan. In some cases,

Read More

TAGS:
investing
mutual funds