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This story is an example of the value of investing before age 30. I don’t know a couple named Lucie and Charles (they, of course, lived during the French Revolution), but the math behind the numbers is reasonable and could represent the accumulation potential of a savings and investment plan today: Lucie is an industrious...

The ticket led me to my seat at center court, 10th row, as the Phoenix Suns played the Minnesota Timberwolves on Saturday night. A pretty good view! There was a nice crowd in attendance for an early season game, and I settled into my chair. This is when I was reminded of the problem I...

 I was playing a North Scottsdale, Arizona golf course a few years ago when the course “ranger,” the person in charge of policing the speed of play, etc., approached our foursome. We were standing in the fairway waiting for the group in front of us on a perfect spring day when he pulled up...

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...

Determining how much money you invest in stocks, bonds, and cash, as presented in my previous post, is an important early step in implementing your financial plan. It’s called your “asset allocation” and is based on your ability, need, and willingness to take financial risks. As your portfolio grows, and your income tax bill increases,...