What Do You Get From a Financial Plan?
Bil Lako, CFP®, and Dr. Gene highlight the benefits of working with an adviser on a financial plan.
Why You Need a Power of Attorney and Medical Directive
Can you make health-care or financial decisions on your spouse’s behalf if your spouse is unconscious? Learn why you need a Power of Attorney and Medical Directive in this week’s Financial Tip.
Q&A Time: Large Cap Stocks and Borrowing from Your Business
The “Money Talks” hosts address listeners’ questions on Pepsi, T. Rowe Price, Cisco Systems and Potash.
Should You Buy or Lease Your Next Vehicle?
Need a new car? Our handy chart breaks down the differences on eight critical points for buying vs. leasing your next car. Learn more in this Financial Tip.
Risk-Adjusted Return
Risk-adjusted return is the measure of return per unit of risk. It is a backwards looking measurement. We do not believe you can judge a portfolio on risk-adjusted return alone. We explain in this Financial Tip.
Q&A Time: Emerging Markets, Disability Insurance and Industrial Stocks
The “Money Talks” hosts discuss the merits of a fund manager when it involves emerging markets funds.
Balancing Paying Down Debt with Rebuilding an Emergency Fund
Bil Lako, CFP® discusses savings strategy when you have debt to pay down.
Portfolio and Plans to Match Your Goals
The “Money Talks” hosts discuss the importance of reviewing your portfolio and financial plan.
Midyear Financial Reviews for Your 40s, 50s and 60s
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
In the News: 40s a Time for Financial Goals
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another.