Mortgages: What you don't know can cost you!
03/27/2006 You've made the offer to purchase the home of your dreams. The seller, after some haggling, has accepted your offer. The offer was contingent upon your being approved for a mortgage. Are you concerned whether or not you'll get the mortgage? Will you get the best deal you can? Read More »
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Real People and Risk
02/27/2006 Cambridge Advisors use Functional Asset Allocation (FAA) to divide risk into two types. Exogenous risk comes from events outside your life; endogenous risk comes from events inside your life. Read More »
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Financial Planning For Life's Surprises
01/27/2006 Life's full of financial surprises - many unexpected and many that we can see coming a bit ahead of the full impact. Many people prepare for life's unexpected financial surprises: insurance for health problems or an auto accident, or an emergency fund for the unexpected loss of a job. Yet people frequently fail to anticipate and prepare for financial "surprises" they can see coming. Read More »
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Think Twice about Investing in Your Child's Name
12/27/2005 Financial advisors often meet with clients who have put money in their kids' or grandkids' names. They may think this is a good idea, but they're not really clear why. They talk about "tax advantages," but can't really say what these advantages are. Read More »
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Five Key Strategies for Investment Success
11/27/2005 One of the most common complaints heard by personal financial advisors meeting with new clients is, "My portfolio stinks!" Read More »
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Do You Still Need a Financial Advisor?
10/27/2005 It used to be that financial professionals were the sole source of data, information, and knowledge regarding investments. I have often mentioned that our clients pay us to read for them, and, in fact, many do use us as a shortcut to find the information they need. But others have found the Internet to be a 24/7 source of data, information, and knowledge. Read More »
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Kids: Sex and Money
09/27/2005 As a society, we are on the verge of a massive intergenerational transfer of wealth. Over the next 20 to 30 years, the ability to successfully teach our children about money will be a critical dimension not only for our families but also for the continued development of our civilization. Read More »
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Is There a Wedding in Your Future?
08/27/2005 Congratulations to those with wedding plans. If you are like most future newlyweds, you are currently caught up in all the details of planning your wedding: picking your attire, flowers, and menu. One important detail many couples overlook is personal financial planning. Carefully planning now how you and your partner will handle finances can really pay off in the future. Read More »
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