Financial Planning & Investment Management
Below is an accumulation of articles written on various Financial Topics.
Investment Jargon Explained
12 Step Program for Investors
What do I do with my employee Stock Options - Target, General Mills, US Bank
Best Investments in Emerging Markets
How to Prepare for the next Stock Market Crash
6 Myths about IRA Investing
8 Questions to Ask Before Investing
Is the Stock Market Overvalued?
Non-Traded REITS are a bad investment
What's the Catch with No-Fee Exchange Traded Funds
ETF Popularity Continues to Grow
Transaction Costs Best Practices
Is the Stock Market going to Crash?
Bear Market Protection Strategy
Target Retirement Date Mutual Funds - Is it really that easy?
The Role of Bonds in a Portfolio
Top 5 Exchange Traded Funds (ETFs)
Which IRA is Better? Traditional, Roth, SEP, or SIMPLE
Investors Hoarding Cash
Vanguard Video on Asset Location
Bond Bubble: Only for Certain Types of Bonds
Active versus Passive - Even during a Recession Passive Wins
What Is The Difference Between A, B, And C Mutual Fund Share Classes. And Why You Should Never Purchase Any Of Them.
The Total cost of investing in Exchange Traded Funds
Minnesota Amazon Sales Tax
Tax Loss Harvesting Made Easy
5 Last Minute Investment and Tax Tips
7 Questions to Ask your Tax Accountant
2014 Mid Year Tax Planning Guide
Minnesota Property Tax Law Change 2014
Is the Mileage Tax Deduction Worth it?
Small Business Tax Forms - Which to use guide.
Are Investment Advisor Fees Tax Deductible?
Do you need Long-Term Care Insurance?
Small Business Succession Planning - It's Not Optional
Small Business Must Read 5 Reasons to Keep you Corporate Records up to Date
Estate Planning - What is it and who needs it?
How should my Estate Planner and Financial Planner work together?
Wheel Of Worry - Risks in Retirement
Extreme Personal Finance Tips Good, Bad, and Ugly
Ron Gardenhire Fired? Time for Financial Planning
Financial Planning for Kids - Infographic
How to Combine Finances after Marriage
BillCutterz Bill Cutting Concierge
How the MNSCU Retirement Plan works
The Stock Market Cycle Chart
Should I sell my rental Property?
What to look for in a Realtor
High-Net Worth Withdrawal Strategies
Three Reasons Why Buy and Hold is Not an Investment Strategy
Wedding Planning and Financial Planning Guide
Best 529 Plans for Minnesota Residents
Why does Fee-Only Make a Difference?
Financial Advisor Checklist
Back Door Roth Conversion Strategy Part I
Back Door Roth Conversion Strategy Part II
Is it Time for a New Financial Plan? 5 Reasons why you should consider it.
The Costs of Working with a Commission Based Advisor
The Myth of the Money Manager InfoGraphic
Cost of your Coffee Addiction
What to do with your 401k - Your Options and Pros and Cons
Sources of Retirement Income and Social Security
What is the Greatest Value an Advisor Offers?
Fool.com: Can Your Edward Jones Advisor Really Serve your Best Interest
Fee-Only versus Fee-Based: Conflicts of Interest and the Fiduciary Standard
Broker Versus Fiduciary - The Butcher and the Dietitian
The Sad Story of the Behavior Gap
You just got out of debt - Now what?
57.5% of Commission Based Advisors do not use Financial Planning Software
Retirement The Elusive Dream
Budget Friendly Trips Right Hear in Minnesota
January 2015 Stock and Bond Market Performance
December 2014 Stock and Bond Market Performance
November 2014 Stock and Bond Performance
October 2014 Stock and Bond Performance
September 2014 Stock and Bond Performance
August 2014 Stock and Bond Market Performance
July 2014 Stock and Bond Market Performance
June 2014 Stock and Bond Market Performance
May 2014 Stock and Bond Market Performance
April 2014 Stock and Bond Market Performance
March 2014 Stock and Bond Market Performance
Best Advice of the New Year - Beachball
Happy Holidays and Merry Christmas
Phillip James Supports Movember