By ELEANOR LAISE Hidden in the market’s hideous performance is a unique opportunity for investors to cut their tax bills for years to come. Investors who sell beaten-down holdings can use those losses to offset taxable gains and often a portion of their income. Any…
Writing in Bloomberg Businessweek, Lauren Young asks the question: How valuable is your financial advisor? Focusing specifically on the question of which financial products might be uniquely available to you because of your financial advisor, Lauren quotes Dave on the virtues of Dimensional Fund Advisors…
What does Live Big® mean? Some may interpret it as meaning “spend big”, “live large” or a recommendation to some other form of overindulgence. But Live Big is not about the size of your wallet, it’s about the size of your life. In these crazy economic times, it can sometimes be difficult to remember the areas in our life where we can Live Big without spending (much, if any) money. But if we can find the place of gratitude for what we have, we can find joy in the most mundane of places, and, hopefully, at least get our minds off of how scary the world can feel at times. We offer these ideas for your consideration. And we will be updating this document with additions from anyone who wants to participate, so please send us any ideas you might have.
By Chris Pummer SAN FRANCISCO, Calif. (MarketWatch) — So your mortgage payment just ratcheted upward or an unforeseen event has shot the heart out of your finances. Don’t succumb to money melancholy just yet. In the grand scheme, you may have serious credit problems you…
It was May 11, 2007 and the SEC was one day away from the deadline to appeal the March 30 decision to strike down its controversial Rule 202, known officially as the “broker/dealer exemption” and unofficially as “The Merrill Lynch Rule.” The Merrill Lynch Rule’s purpose…
For many, it makes sense to stay in the workforce After making a bundle and retiring at 55, Henry Hirsch set out one morning to develop a routine for the years ahead. He had spread out his papers on the kitchen table and was placing…