• Surprise Birthday Trip to Nashville

    Nashville had been on my short list of top U.S. cities to visit for …

  • Cash Is King Again

    Over the last decade investors and savers have grown accustom to low yields on cash …

  • Skip The Toy Pile And Go With Stockpile

    Most of my friends have kids and every year I find myself going to numerous …

  • Sonoma Coast Getaway: Timber Cove Resort

    Just recently I went on a weekend getaway to Timber Cove Resort on the Sonoma …

  • Best High Yield Checking Accounts for 2017

    Best High Yield Checking Accounts for 2017

    On March 15th the Federal Open Market Committee (FOMC) voted to raise the federal funds rate by 25 basis points (0.25%) to a range of 0.75% to 1.00%, marking its 3rd rate increase since the great recession and its 2nd rate increase in the last 3 months. Most economists expect the…

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    2017 Financial Resolution Update

    2017 Financial Resolution Update

    One of my top financial resolutions every year is to reduce (or better yet eliminate) an expense. Reducing expenses is a great way to increase savings and/or accelerate the pay down of debt and everyone is capable of doing it. Making small changes like bringing lunch to work, brewing your…

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    Cutting The Cord on Cable

    Cutting The Cord on Cable

    I have a love/hate relationship with Comcast XFINITY. I love their X1 technology platform, broad offering of high definition channels, Stream TV app, and Wi-Fi hotspots. I hate being forced to pay for channels that I never watch, having to rent cable boxes, getting my internet speed throttled, and going…

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    The Race to Zero in Trading Fees

    The Race to Zero in Trading Fees

    Just in this past week Fidelity, TD Ameritrade, Schwab, and E*Trade have all slashed their online stock trading fees in what appeared to be a well-coordinated effort. Fidelity reduced its fees from $7.95 to $4.95, TD Ameritrade reduced its fees from $9.99 to $6.95, Schwab reduced its fees from $6.95…

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    Does Your Portfolio Need A Check-up?

    Does Your Portfolio Need A Check-up?

    Many people including myself have their investment accounts spread out among multiple financial institutions. That can make it very difficult to get a holistic view of an entire portfolio’s asset allocation. The problem with this is that an investor could unknowingly be taking on more risk than they are aware of…

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