Three Key Investment Ingredients for Portfolios
This video highlights what I believe are the three primary investment ingredients used for building
VIDEOS
It is difficult to get a man to understand something, when his salary depends on his not understanding it..
Upton Sinclair
VIDEOS
I hope you enjoy my videos. You may also want to read my blog or research articles (more technical).
Note: I plan to add more videos as time allows. If there is a particular topic you would like me to consider (for a video or research article), then please reach out and let me know.
Exchange-traded Fund: Tax Efficiency
Some people attribute their tax efficiency to the low-turnover nature of the indices underlying many
Financial planning: Asset location
Here I discuss financial planning strategies involving asset location (not to be confused with asset
Financial planning: Investment-related taxes
Here I discuss financial planning strategies for reducing the amount of investment-related taxes one may
Financial planning: Income Tax
Here I discuss financial planning strategies for reducing the amount of income tax one may
Retirement income
Can you imagine a plan for retirement income you could understand and implement with ease?
Insurance & annuity professionals
This video discusses the various types of financial professionals that would like to help you
Financial professionals
This video discusses the good, the bad, and the ugly types of financial professionals that