The following is an excerpt from 5 Ways to Screw Up Your 401k There are all sorts of creative tax loopholes out there for savvy investors to exploit, and over the years I’ve looked at (and even tried) plenty of them. But the truth is, you don’t have an army of fancy Ivy League tax...Read More

The following is an excerpt from 5 Things You Must Do As Soon As You’re Employed. 20 years ago, long before I starting managing money professionally, I remember a little nugget of wisdom my mother’s financial advisor Daniel gave me: “Your career is a far more important investment than any stock or bond I’ll ever...Read More

  The following is an excerpt from a piece I wrote for InvestorPlace: 10 Spring Cleaning Tips for Your Portfolio I don’t personally do a lot in the way of spring cleaning. It seems that my wife actually takes pleasure in digging through my closet and throwing away clothes that have outlived their usefulness, so...Read More

Photo credit: Alex Proimos The following is an excerpt from 5 Simple Mistakes That Could Ruin Your Retirement. You can make a lot of mistakes in your youth … and assuming none of them get you killed or put in prison, you can generally recover from them. Time is on your side. But the closer you...Read More

I gave my thoughts to Kiplinger’s Stacy Rapacon on lessons we can learn from the unfortunate passing of Prince. The music legend apparently passed away without a proper estate plan. Or if he had an estate plan, no one knows where it is… which is just as bad. See below: Keep a copy of your...Read More