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Considering the rather remarkable comeback of the equity markets from their drastic drop this past spring, it would be hard to make the case that we are in a bear market presently.

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.

Most of us, at one time or another, have experienced the almost irresistible urge to spend money, sometimes on something we don’t strictly need but feel we “must have.” The wiser among us have learned how to control this urge, at least most of the time.

“Dad, I have to ask: Are your affairs in order?”

In this final article of our series on “positive skepticism” and your finances, we’ll look at some practical ways you can perform your own due diligence process on information you receive before taking action on it.

Last Thursday, September 3, equity markets plunged dramatically, in a sharp reversal of the mostly upward course they’ve been on for most of the summer.

Which one should you work with?

We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention to the orientation of their financial advisor candidates.

In the second article of this series, one of the last points we made was that, since we know marketers, journalists, and social media posters use emotional “hot button” words to provoke us into action, it’s important, especially where our investment decisions are conce

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called “sequence risk.”

A couple of weeks ago, we shared a blog post introducing the concept of how to be “positively skeptical,” i.e., adopting a mental attitude, not of closed-mindedness, but rather openness to new information that is accompanied by a bias toward careful verification.