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News and information about preserving your life savings

An Investment Bankers Lasting Legacy

If you knew you had only a few months left to live, what would you do with your remaining time? Gordon Murray faced this grim decision when the brain cancer he’d been battling for more than a year worsened, and he chose to discontinue aggressive treatments. Murray chose a path that few of us would, but from which all of us can benefit. He got together with his investment advisor and friend Daniel Goldie, and co-authored a remarkable little book called The Investment Answer. I’ve read the book; it’s a short read of about 80 pages, and it’s essentially a summary...
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Mixing it up in Ann Arbor: Investors Lessons Learned

What’s in Ann Arbor, Michigan? I think of it primarily as a college town, home of the University of Michigan and its Big 10 college football team. But I wasn’t there for the football. I had traveled to Ann Arbor, via Denver and then Detroit, to meet with my Mix colleagues. Mix is a group of me and six other like-minded fee-only investment advisors who formed a few years ago under the auspices of the National Association of Personal Financial Advisors (NAPFA). We come together from across the country about twice yearly to share advice, wisdom … and growing friendship. For...
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3614 Hits

How Do You Invest For Important Things In Life?

Would you consider yourself ultra-wealthy? How about impoverished? If you find yourself somewhere in between, as so many of us do, then you’ll find this blog helpful. Those fortunate enough to have unlimited riches can afford to place their money in Treasury bills and live off the interest with no worries. Those with few or no resources will need to rely primarily on their government, family or charitable groups. However, for many of us, we save whenever we can, invest whatever is possible and, at some point, rely on a combination of our assets, such as personal savings, real estate, investment...
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5592 Hits