Consumer Beware

CONSUMER BEWARE!

At least once a week I receive an email or cell phone message that sounds like a scam and I bet you do, too. Despite television announcements, magazine and newspaper articles, and warnings posted in public places, scams and other fraudulent schemes take a toll. Investment Scams When I was an advisor in a brokerage …

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documents

LEGAL DOCUMENTS FOR EVERYONE

One of my family members recently talked with me about a will and other documents that are necessary for not only a smooth transition of her property at her death but also to appoint others to take care of important matters if she was incapacitated in some way. An incapacitating injury or disease may mean …

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bed

THE TALE OF THE BED

This is a story about a bed. You probably have a similar story. Let’s see …… Newlywed I was married between my junior and senior year in college. We were totally oblivious to the material needs and costs of life together. We did not own a car. My husband had a motorcycle, and I had …

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Saving for Education

SAVING FOR EDUCATION

Every day as I prepare breakfast, and then again at lunchtime, I watch parents drop off and later pick up their preschoolers at a church near our house. The little ones hop and skip to where their friends are playing, even if there is a foot of snow on the ground. They are always happy, …

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Exchange Traded Funds

EXCHANGE-TRADED FUNDS

Mutual funds and exchange-traded funds have many similarities. A previous blog this month covered mutual funds, and now it’s time to talk about the newer kid on the block—exchange-traded funds or ETFs. I was part of the institutional sales force at Vanguard when that company decided to expand its offering of ETFs and market them …

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Mutual Funds Computer

MUTUAL FUNDS

It’s time to talk about products for investing! Are you ready? This week’s blog will cover the basics of mutual funds and a blog later this month will cover exchange-traded funds, along with pros and cons of each. What experience do you have with investing? If you have a retirement plan at work, you probably …

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Investment GPS

SET YOUR INVESTMENT GPS

How will you know you are there if you don’t know where you are going? Good question! Have you ever gotten in your car with no idea where you were going? The last time I remember doing that was cruising in high school. We’d hang out a while at Mabe’s Pizza hoping the guys we …

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