Insights
The Secret Key: Lessons of the Masters
The purpose of this report, The Secret Key: Lessons from the Masters, is to introduce to you the Master’s Key to help preserve, invest, grow, and enjoy your wealth in this “New Normal” world. The report, based on the lessons of the Masters, identifies common risks to...
Single State Municipal Bonds
Q. Why don't you buy only municipal bonds issued by the state of my residence? A. I believe that owning only single state municipal bonds is akin to playing Russian roulette - i.e., by putting all your money on the financial stability of one state. While it might...
Your Portfolio
In the past, some of you have requested my thoughts about the economy, the markets and specific allocations in your varied portfolios. I am pleased to announce that I have created this, "Your Portfolio" folder, of my Blog (http://wealthguardllc.com/blog/) for this...
10 Minutes of Planning Can Save Your Loved Ones Time and Maybe a Lot of Aggravation
Digital property management: Do you use email, online banking and brokerage accounts? Do you have social and business network pages, blog or Twitter accounts? What happens to these accounts if you become incapacitated or pass away? Every attorney I've asked had...
A Fatal Flaw?
A Fatal Flaw? Does your company offer you advice on your 401(k) plan (60% of companies do)? Do you take advantage of it? A recent Wall St. Journal article points out that only 1/4 of employees who have access to advice through their employer actually take advantage of...
Financial Planning
Financial Planning: Self-employed business owners & Corporate Executives During our WealthScan Reviews with clients we do a “lifeboat Drill” – a vision exercise where we ask tough questions regarding the vulnerability of the client's current plan against the...
