Blog

May 21, 2016

A New Rule To Protect You From Shoddy Investment Advice

Is your financial advisor putting your interests first? I just participated in a panel discussion on this topic. Here’s what you’ll want to know.     […]
May 10, 2016

Really Personal Finance: Couples and Money

Dear Pam, Q. I married a spender. Every month she’s spending more than we have. Now we can’t even think about investing for the future. For […]
May 2, 2016

Retirement Calculators Fail to Achieve a Passing Grade

By Jason Lilly (Advisor on WealthRamp.com) How comfortable would you be if you knew that the online retirement calculator you used, failed to muster a passing grade? Well, […]
April 19, 2016

Really Personal Finance: How to Avoid a Battle of the Wills

Dear Pam, Q. My dad wants to give me 80% of his business. I have 2 brothers— they’re angry and say it isn’t fair. What can […]
April 8, 2016

The New Money Rule That Helps You But Wall Street Hates

Individual investors win much more than they lose on this brand new DOL rule. Here’s my article in PBS’s Next Avenue written for anyone with a […]
March 28, 2016

The Truth About Investment-Fee Rebates

Who’s that Man, Daddy? You’ve seen those Schwab commercials on TV where the dad explains to his child what his broker does. These ads are promoting […]
March 16, 2016

What single women need to know about managing their money

You’ve heard that money is power. The greatest money power comes when you have control over your own finances. And you can leverage that power to […]
February 22, 2016

What Do They Mean by Long Term Investing?

Some of the simple wisdoms you hear throughout your life are actually good for you—such as eat your peas and carrots, and invest for the long […]
January 9, 2016

Investors Gone Crazy

People are wondering if they should be worried about China’s most recent major stock market blunder. I’m sharing one of my favorite investing expert’s sage advice– […]
January 6, 2016

Story of The Week: Nassim Nicholas Taleb on the Real Financial Risks of 2016

NASSIM NICHOLAS TALEB ON THE REAL FINANCIAL RISKS OF 2016 Worry less about the banking system, but commodities, epidemics and climate volatility could be trouble. Watch […]