Five Excellent Investing Characteristics

We favor investments that are low cost, tax efficient, diversified, liquid and simple. Many investors often run into trouble while investing in things that do not have these five characteristics. Investments with these five characteristics have been profitable over time, but usually aren’t very exciting. There usually isn’t a “hot story” you need to act … Read more

8 Simple Ways to Save Money

Sometimes the hardest thing about saving money is just getting started. Finding easy ways to save a lot of money and how to use your savings to meet your monetary goals can be difficult. This bit-by-bit guide to money-saving habits will help you develop a practical savings setup. 1. Record Your Expenses The first step … Read more

Understand the advantages and disadvantages of saving money in piggy…

It’s always a good idea to set aside some money for a rainy day or for future purchases. But where you place it depends on your personal preference, what your thoughts are. Is security on your mind? Or is it maybe convenience? Whatever they are, you might have thought about getting a piggy bank to … Read more

The Basics of Investing in Mutual Funds

Investing in mutual funds is a great way to diversify your portfolio and grow your wealth over time. Mutual funds are professionally managed investments that pool money from many investors and invest it in a variety of stocks, bonds, and other securities. By investing in a mutual fund, you can benefit from the expertise of … Read more

For asset protection and tax-free investing…

Life insurance is an underutilized, but potentially versatile and highly efficient investment vehicle. It is useful not only for wealthy families. Only an individual or family with a net worth of $1 million or less is financially able to finance an offshore, irrevocable life insurance trust (ILIT) that provides a variable high-yield life insurance benefit, … Read more