If you think that the only form of cheating in a marriage happens in the bedroom, you would be wrong. In fact, a growing number of marriages are suffering the damaging effects of financial infidelity in which a spouse intentionally lies about and/or hides assets or other financial information from his or her betrothed. Both […]
In this episode, the relatable finance guys talk about the importance of living within your means and things to consider when you are thinking about your spending patterns.
The SEC recently adopted a new Regulation Best Interest (Reg BI) standard code of conduct for stockbrokers and broker-dealers to follow when providing consumers with financial advice and investment recommendations. Unfortunately, the new rules do not go far enough to legally and morally bind brokers and their firms to the more rigorous fiduciary standard required […]
Gone are the days when large, institutional banks and wirehouses were the only ones with pockets deep enough to arm financial advisors with the tools needed to attract and retain wealthy clients. Today, independent broker/dealers and registered investment advisories associated with independent wealth management firms have access to a wide array of customizable strategies and […]
In this episode the relatable finance guys talk about gambling vs investing and how this plays into investing decisions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Index performance does not include transaction costs or other fees, which […]
As the saying goes, there are only two certainties in life: death and taxes. An unwillingness to plan for either is a recipe for disaster. Individuals who pass away without a will essentially hand the keys to their kingdom and control of their assets over to the states where they reside. Without a will, intestate […]
