Monthly Archives: October 2011

Nine Key Financial Steps That Procrastinators Miss

Tweet Yesterday I went to get a mammogram; the annual “boob smashing” is what I call it.  The process isn’t fun so for any of you who haven’t had one, a mammogram basically consists of smashing your breast between two … Continue reading

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Financial Planning and Learning to Drive

Tweet My daughter just got her learner’s permit.  Drivers everywhere, beware!  Last Sunday I let her drive as we ran errands, and she did a remarkably good job for her first time on busy roads.  It wasn’t an empty parking lot … Continue reading

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Searching for the “Holy Grail” of Mutual Funds: Less Risk and Higher Returns

Tweet In the last few blog posts, we discussed the danger of the “greed, hope, and fear cycle” (in which people tend to earn below average returns by buying high and selling low) and some ways to overcome it by … Continue reading

Posted in Advanced Investing, The Maverick | Tagged , , , , , | 2 Comments

Is Now the Right Time to Refinance?

Tweet If you’re in the market for a home, you couldn’t ask for a better scenario.  Since 2006, home prices have steadily fallen back to more normal levels, while at the same time interest rates on mortgages are near all-time … Continue reading

Posted in Buying a Home, Rebel | Tagged , , , , , | 2 Comments

Taking Stock of Options and Awards

Tweet I recently spoke to a freshly minted MBA graduate who was so thrilled to have had landed her first job in this tough job market, but her icing on the cake was a sign-on bonus equal to ½ of … Continue reading

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Estate Planning: Governor Brown Has Enough To Do

Tweet Around the water cooler at the office yesterday, I was congratulating one of my co-workers on her child’s second birthday.  It seems like yesterday when she was pregnant, went into labor a few weeks early at work and we … Continue reading

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Financial Planning: I’m a Geek and I can Prove it

Tweet It was pointed out to me recently that I can be quite a geek (fortunately, my girlfriend likes geeks).  It was also pointed out that when I was a kid I had to feed my pet dinosaur before I … Continue reading

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The Investment Strategy That Actually Made Money in 2008

Tweet Last week, I wrote about some common ways to diversify your investments and make sure you don’t get caught up following the herd into the vicious “greed, hope, and fear” cycle that can lead to buying high and selling … Continue reading

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When in Doubt, Balance it Out

Tweet As more and more of the onus of saving for retirement falls on employees, more and more employers will look for ways to enhance their retirement savings plans.  One of the emerging plan features that many employers are adopting … Continue reading

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Nuisance Calls at Work

Tweet For the umpteenth time this year, I got a call last night from someone who is trying to track down my ex father-in-law.  The call came in on my business fax line (does anyone else even have a designated … Continue reading

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