Blog
This is our take on what's happening in the world, along with tales of wisdom and carefully selected articles and videos.
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Choosing a Trusted Advisor
Following are 10 principles we have adopted to help us serve as a trusted advisor.
Understanding Medicare Options and Late Enrollment Penalties
Medicare health insurance is a dense topic. Each of the various options have specific coverage and enrollment periods. To select the best coverage for you, it helps to have a better understanding of the program. This knowledge can help you and your loved ones iron out the areas that tend to cause the most confusion.
Deciding Between Individual Bonds and Bond Funds
We use both individual bonds and bond funds for our clients. It can be confusing why one strategy for buying bonds is preferable to another, but in reality the reasoning is fairly straightforward: It comes down to costs, diversification and liquidity needs.
More Articles...
- Lessons from 2012
- Introducing: The BAM ALLIANCE
- Resolutions for 2013
- LFA Congratulates Crystal Rau for Earning her MBA
- The Risks of Yield-Seeking Strategies
- The Eurozone and Greece
- High-Yield Corporate Bonds as an Asset Class
- Lessons from the Eurozone Debt Crisis
- More wealth. More choices. More traps.
- The Perception of Taxes
