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Wealth Engineers, LLC
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I shared some thoughts with U.S. News and Ryan Derousseau about the challenges of getting advice from friends/family:
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Is your financial advisor with Merrill Lynch? Don't be surprised if they push a BofA mortgage or credit card:
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Donald Trump is the next POTUS. How has the market performed under Republican and Democrat presidents? http://buff.ly/2fzKGqX
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Thoughts from my panel discussion last week at the Private Wealth Mountain States Forum: No, Preferred Stocks Are Not a Replacement for Bonds:
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The Hidden Way Our Politics Skew Our Investing Choices: http://buff.ly/2bczPlD via Wall Street Journal Mark Hulbert
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Back-to-back excellent articles on bonds from Jason Zweig (1) http://buff.ly/2at6Ywx and (2) http://buff.ly/2at7iv5
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Tempering expectations for returns/saving more is hard, but it's far better than the alternative: http://buff.ly/29SO3rB via Jason Zweig
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Own a financial sector fund or ETF in a taxable account? You might be in for an unwelcome tax surprise this year:
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Following #Brexit, investors need to avoid losing sight of the forest among the trees:
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