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I help my clients optimize their money decisions so that they can focus on their families and careers. Focusing on their families can add greatly to the richness of my clients’ lives, and focusing on their careers can add to their sense of satisfaction and accomplishment, and often yields greater financial rewards too. Concentration makes you rich, … You’ve probably heard the advice, “choose a job you love, because you’ll never work a day in your life!” Concentrating on

I consistently advocate for investing in a diversified set of low cost, index-based mutual funds or ETFs (Exchange Traded Funds) that...

Over the past 5 years, 34% of individual U.S. stocks lost money.  Over the same time period, only 0.2% of U.S. stock mutual funds or ETFs...

One way to measure whether stocks are expensive is to compare the current price of the stock to the underlying earnings of the company. ...

Yes (1). Then why do otherwise logical, analytical people believe they can beat the market by themselves, or by hiring an investment...

For some people “investing” sounds like a risky, complicated activity that only the richest 1% do. This view causes them to keep most of...