I was recently quoted for an article on The Motley Fool’s website about whether one should be concerned that their bond funds will suffer if interest rates rise. You can read the article here:
Will Rising Rates Sink Your Portfolio? by Robert Brokamp with The Motley Fool on March 19, 2010
Have questions? Contact Mary. This article is for informational purposes and should not be taken as legal, tax or investment advice.
A long standing debate in investing is whether active portfolio management is a better strategy than passive portfolio management. Since many people I talk with are not aware of these concepts, I thought I would offer a short primer on the topic. Read More→
I’m excited to share a new development in my business. Recently, The Motley Fool has exclusively endorsed and is now promoting the services of financial advisors affiliated with the Garrett Planning Network, the international organization of fee-only financial advisors with which I have been proudly associated since 2003.
The Motley Fool has long admired Garrett’s approach to fee-only financial advice. And we’re fans of their approach in educating, empowering and amusing the public and their members about investing. Garrett, The Motley Fool and I share a commitment to make trustworthy financial advice accessible to everyone.
The Motley Fool is one of the most admired financial brands in the world. Each month, 4 million unique visitors visit its website at Fool.com. At the core of The Fool’s business model are hundreds of thousands of premium members—many enjoying subscriptions to multiple investment newsletters. Clearly, the company is fulfilling its quest to broaden access to winning financial advice, and I am delighted to have access to all of these resources through our partnership with The Motley Fool. If you’re not familiar with The Motley Fool, you can click here to visit to their website.
While there’s no doubt that The Motley Fool’s advisory services are answering a great need among individual investors, the company came to recognize that many of its members yearn for more hands-on help managing life’s complex financial decisions—especially in light of the recent rollercoaster stock market. The Fool decided it was time to look at expanding into the direct financial advice category.
Rather than building a financial advisor network from scratch, The Fool kicked off a search for a well-established, like-minded outfit with similar values with which to partner. I am delighted that they found a new match in an old friend—the Garrett Planning Network! As we know well, when it comes to financial planning, Garrett advisors offer the same kind of trustworthy, transparent, and community-driven advice that The Fool has built its business on. The Garrett-Motley Fool relationship has the makings of a great partnership.
Have questions? Contact Mary. This article is for informational purposes and should not be taken as legal, tax or investment advice.
You’ll hear quite a bit in the financial media about diversification and the benefit of asset “allocation” but there is very little discussion on using an asset “location” strategy with your investment portfolios. Asset location refers to where or in which type of account Read More→
Happy New Year, everyone!
I thought it was a good time to post a reference round-up of Key Financial Planning Numbers for 2010. The PDF document summarizes critical values and thresholds to be aware of as we make financial planning decisions throughout the year. Take a look and let me know if you have any questions.
Best wishes for a happy and prosperous New Year!
Regards,
Mary
Have questions? Contact Mary. This article is for informational purposes and should not be taken as legal, tax or investment advice.
