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The High Dividend Fallacy

May 14, 2012

For the last few years a number of analysts urged income-seeking investors to buy high-yielding stocks instead of different types of bonds. I haven’t done that, because there’s a risk-return trade off that’s ignored in this advice. The trade off became obvious last Friday when JPMorgan announced a large hedging loss and its stock declined […]

Today’s Best Investment – Gold?

May 4, 2012

A plurality of Americans believe gold is today’s safest investment, and by a surprisingly wide margin, according to a Gallup poll. This is the second consecutive year the poll had this result, though the number in favor of gold declined from 34% to 28%. The poll leaves a lot of questions unanswered. How do Americans […]

A Margin of Safety Primer

May 2, 2012

I almost always recommend a reading of the quarterly shareholder letter from Martin Whitman of Third Avenue funds. The first quarter of 2012 is no exception. In fact, it’s a special letter because Whitman recently stepped down as manager of the Third Avenue Value fund. The latest letter is a primer on Whitman’s version of […]

Increasing Cash by Automating Your Finances

May 1, 2012

Many people are overwhelmed by the financial options and decisions they face. That’s clear from both the feedback I receive from people and studies I read. When people are overwhelmed and uncertain, they procrastinate. We need to prevent procrastination in financial matters. It’s too expensive. One of my goals is to simplify your financial life. […]

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Tricks and Traps in Social Security Benefits

May 1, 2012

People continue to miss significant opportunities to maximize their Social Security retirement benefits. The problem is especially acute among married couples who don’t consider the long-term effects or don’t know the interaction between personal retirement benefits, spousal benefits, and survivor benefits. It’s a once-in-a-lifetime decision, but the benefits or drawbacks of the decision will last […]

estate planning

Low-Cost Estate Planning Strategies to Help the Family

May 1, 2012

You don’t need a lot of wealth to develop a simple Estate Planning Strategy that helps your loved ones. You also don’t need large gifts or other transfers as part of good estate planning. Estate planning strategies aren’t only for the very wealthy, and your loved ones don’t have to wait to benefit from your […]

Thinking About Charitable Giving All Year

May 1, 2012

Many people leave money on the table when they think seriously about charitable giving only at year-end. Think about charitable giving all year and focus on how to give instead of how much. You’re likely to generate higher immediate tax benefits plus income or other benefits. I’m not talking about the small checks you might […]

Why You Should Buy Long-Term Care Insurance Now

May 1, 2012

The changes in long-term care insurance keep coming. The latest news was Prudential Financial’s announcement that it will stop selling individual LTCI policies but will continue to sell policies through employer-sponsored programs. The Pru is the tenth of the top 20 insurers by sales to exit the LTCI market in the last five years, according […]

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