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Mia

T.D. Ameritrade AdvisorClient Mobile App
150 150 Mia

If you have a T.D. Ameritrade account managed by Northstar and an iPhone, you now have the ability to view your real-time account balance, positions and transaction history on your…

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Tax Planning: Low-Basis Assets
150 150 Mia

In converting new clients’ investments to low-cost, highly diversified portfolios, we usually need to liquidate some or all of the clients’ existing assets, which often times results in realization of…

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All-Terrain Investing
150 150 Mia

Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. In…

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What Kids Can Teach You About Fianance
150 150 Mia

Many times the best advice is the simplest advice, and who better to dispense simple wisdom than children? Adapted from Navy Federal Credit Union’s website and an article on wisebread.com,…

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Active Investing: 2014 Report Card
150 150 Mia

Standard & Poor’s recently released their semi-annual SPIVA Scorecard, which reports on results for actively managed funds, which includes all funds that rely on market timing, stock selection and sector…

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The Problem with Income Investing
150 150 Mia

I’ve written many times on these pages about the conventional wisdom of creating a retirement portfolio designed to generate income, through interest and dividends.  I find this strategy, while thoroughly…

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Discipline – The Final Principle
150 150 Mia

A 54-year-old couple finally gets their last child out of college, has their mortgage paid off and begins the final run to retirement, about a dozen years down the road.…

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The Risk of Being Conservative
150 150 Mia

Conventional wisdom used to hold that the common “do-it-yourself” investor tends to invest too aggressively, and take on unnecessary risk, usually through lack of diversification or overinvesting in complicated, illiquid…

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MasterChef of Investing
150 150 Mia

In the popular TV program MasterChef, contestants face a series of cooking challenges. From low quality ingredients to inadequate preparation and poor implementation, so many things can, and do, go…

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Just a Little Patience
150 150 Mia

We are not a patient species. It’s as if basic human nature, coded deep into our DNA, tells us that when something unexpected happens we must react. We must do…

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