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Everything in its Rightful Place

Everything in its Rightful Place

Just when you thought it was safe to use a bank that didn't make you feel dirty, the US Justice Department asks Wells Fargo to cough up $175 million to make good on accusations that it overcharged and wrongly steered minorities on home loans. So much for Wells Fargo being the one bank to ...
Managing your Mad Money

Managing your Mad Money

By now, hopefully we’re all in agreement that a boring, globally diversified portfolio of low-cost institutional mutual funds is better than a sexy portfolio of individual stocks, and that your nest egg money should be manged by a trusted, independent fee-only advisor. This means that you’re ...
Schadenfreude and Facebook

Schadenfreude and Facebook

Schadenfreude is loosely defined as taking joy in another's pain. Pretty sick, right? The Buddhist in me can't possibly be guilty of such an act. But I'm human too, and every once in awhile an advisor gets to smile and say "I told you so." Right now, the thousands of advisors around the country
The Fallacy of the Conservative Investor

The Fallacy of the Conservative Investor

So there I was sitting in my car, stuck on a shut-down freeway. In my quest to find out what caused this little debacle, I tuned into an AM radio station. While waiting for a traffic report, I got to hear the show's guest speaker, a "financial advisor" of sorts, tell listeners all over Los ...
Occupy 401(k) Plan

Occupy 401(k) Plan

The "occupy" crowd led a revolt against against Bank of America over a $5 debit card fee (I know, it wasn't just about the $5), and BofA changed their minds. Netflix lost about 1 million subscribers when they raised their prices by 60% on one of their programs. A few months later, their ...
The Parent Talk

The Parent Talk

Mom tells me that we had the "birds and bees" talk right after a tv special on teen pregnancy. I must have blocked it out. While I don't recall discussing the beginning of my life, that won’t stop me from having “the talk” about the end of hers.  I trust it will be difficult, but when I imagine