Articles

• Embracing Imperfections
• Out of the Blocks
• Things Change
• Reality Show for Investors: "Survivor"
• Carl Richard Sketches
• Medicare Deadline Looming Eearlier Than Before
• Mutual Fund Merry-Go-Round
• Who Is the World's Largest Manufacturer?
• Downgrade Q&A: Is AA+ So Bad?
• Thinking in Real Terms
• The Best of Times, The Worst of Times
• \Will Apple Be the World's Largest Stock?
• Is the Muni Bond Market at Risk for Widespread Default?
• Protecting Your Portfolio Against Inflation
• Hot Coffee and Hot Mutual Funds
• Deconstructing Berkshire Hathaway
• What's "New" About a New Normal?
• DFA Founder Wins Big By Thinking Small
• Entrepreneurs and Their Portfolios
• The Cost of Impatience
• Issues To Consider With a High-Dividend Approach
• Ratings Agencies and The Municipal Market
• Why You Shouldn't Add Corporate Bonds to Your Portfolio
• The High Cost of Bad Advice
• Tim Delaney's Recent Interview by North Bay Biz Magazine
• What Does Transparency Look Like?
• Second Hand News
• College Grads Moving Back Home
• Choosing Appropriate Life Insurance Policies
• Too Much Company Stock?
• Delaying Social Security Benefits
• The Sick Man of Europe
• Core Estate Planning Documents and the Revocable Trust
• The Rule Not the Exception
• Outside the Flags: Ask The Octopus
• Rates Can Only Go Higher
• A Perfect Storm
• FDIC Insurance Guidelines
• Life Insurance
• World Market Capitalization 2009
• Medicare Basics
• College Planning 201
• Market Insights The Risk of Fixed Income Investing
• Quest for Holy Grail Falls Short for Active Investment Managers
• Plan to Win
• Options for Stretching for Yield
• Four Estate Planning Tips to Consider
• Naming Trusts as Beneficiaries of IRAs
• Indexing vs. Passive Asset Class Investing
• Is It Too Early To Start Saving For College?
• Time Weighted Return vs Internal Rate of Return
• The Greek Debt Crisis
• Asset Location
• The Benefits of International Diversification
• Acting As An Investment Steward
• The Role of Fixed Income
• Is Star Gazing Good For You
• Hedge Funds’ Scandalous Behavior
• Mortgage-Backed Securities
• The Rules of Prudent Investing
• IRA Conversions
• Investment Advice Can Be Better to Give Than Receive
• Tax-Loss Harvesting
• The Factor of Chance
• Investing in Commodities
• The Importance of Rebalancing
• Double Dipping

Books

• The New Retirementality, Mitch Anthony
• The Number, Lee Eisenberg
• Winning the Loser's Game, Charles Ellis
• The New Fiduciary Standard, Tim Hatton
• A Random Walk Down Wall Street, Burton G. Malkiel
• Your Complete Retirement Planning Roadmap, Ed Slott
• Wise Investing Made Simple, Larry E. Swedroe
• The Only Guide To A Winning Investment Strategy You'll Ever Need, Larry E. Swedroe
• The Only Guide To A Winning BOND Strategy You'll Ever Need, Larry E. Swedroe and Joseph H. Hempen
• Preparing Heirs, Roy O. Williams and Vic Preisser
• Your Money and Your Brain, Jason Zweig (Simon & Schuster, 2007)

Web Links

• Investing in Bonds
• The Efficient Frontier
• IndexUniverse
• Ed Slott & Company retirement planning
• The New Retirementality
• Saving for College
• The Williams Group wealth transition planning

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