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My brother and one of our closest lifelong friends have been my office partners for many years; we’ve been working together since the mid-1980s. Boy, could I write a book about our time together … and I have! We’ve seen some changes through the decades. We refined and refocused our strategies for clients all with...

(Photo: Jeff with a well-earned martini.) After 40 years in the workforce, my largest pool of investment money is in my Individual Retirement Account (IRA). This is true for many of us that make a living by working for someone else. Here are the reasons why: 100 percent of the money saved to the account...

You ask, “How do you make money in stocks?” Some will say you buy low and sell high, using a trite phrase offered with a simple grin. But, in fact, what do people do, especially unadvised investors? They buy high and sell low because they react to their “gut instinct,” which is almost always wrong...

This is a story about a fictitious investment product. The investment does not exist. And while this story is based on the real world, there is no security called a Strategic High-Income Trust, at least not to my knowledge, and if there is actually such an investment, the following does not pertain to any specific...

Media personalities are often found giving advice about what asset class—stocks, bonds, or cash—you should own in your investment portfolio at the moment. Naturally, people are interested in doing the right thing with their money, and they ask these kinds of questions: "How should I allocate my money?" and "Should I own stocks, bonds, or...