Proxy Voting in Action
Here's an example of a mutual fund flexing its proxy voting power. Headline: Fund managers need to flex voting muscles to force boards to...
What is Financial Strategizing?
Financial strategy is Plotting the best choices for supporting the life you want Learning how to manipulate savings accounts, investment...
Why Fee-only planning?
My completely biased opinion about why fee-only planning should be the first stop for everyone. There are...
Did you inherit a retirement account?
Not sure what the next steps are? Here they are. 1) Get it into your name. If it’s any kind of IRA (Roth IRA, Traditional IRA, Rollover...
What is Socially Responsible Investing?
Socially Responsible Investing (SRI) is the style of investing that is mindful of the impact of its investments on the earth and on...
Credit Reports!
Free annual credit report at www.annualcreditreport.com If you ever aren't sure that a page is the REAL free credit report, and want to...
