Any time is a good time to considering portfolio rebalancing. That said it should probably only be done annually or when there is a significant change in your financial landscape. With the rise of stock prices and the prospect of moderate inflation, now is a good time to see if your investments are in sync […]
Stealth Wealth Can Get You in Trouble
Don’t believe any of the “stealth wealth” scenarios you see in the movies — like being able to wire money from the U.S. to a numbered account in Switzerland without anyone finding out.
Is Sweden Really Socialist?: Video Analysis
With the presidential race heating up, one of the fieriest candidates is Bernie Sanders. With bold promises of free education and healthcare, Sanders appeals to many people tired of being left behind. One of Sanders’ main points is that the US is “behind” other developed nations. His model that he likes to bring up are […]
How to Apply the 80/20 Rule in Retirement
The Pareto Principle is one of the most popular economic ideas of all time. Also known as the “80/20 rule,” this principle arose from Vilfredo Pareto realizing that 80% of the land in Italy was owned by 20% of the people (in 1896). Richard Koch further broke down the 80/20 rule in his famous book […]