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Financial Planning

Scam-Proof Guidelines for Wiring Money

Wiring money is like sending cash: Once you’ve sent it, it’s gone. It is very difficult to retrieve – in fact, more difficult than recovering physical dollar bills. For businesses, always call the recipient to verify ACH details before sending; this is required by law in 50 states. This law does not […]

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High Concept Strategies: Goals-Based Investing

This is the first of a series of articles discussing various types of high-concept investment styles. This month we start with goals-based investing. Goal-based investing became popular after the Great Recession of 2008-09. Many salaried, middle-class workers lost their jobs, had to stop contributing to their 401(k) plan or, worse […]

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