Why trusts aren’t just for the wealthy

Originally published on Marketwatch.com http://www.marketwatch.com/story/why-trusts-arent-just-for-the-wealthy-2014-09-09 Trusts are one of the essential tools of any estate plan. According to a recent study, over 70% of U.S. households with a net worth greater than $1 million use trusts. The probate process can be lengthy and expensive and should typically be avoided at all costs through the use […]

Learning the basics of bonds

Originally published on Sierra Sun Tahoe Tribune http://www.tahoedailytribune.com/news/opinion/13034234-113/bonds-bond-yield-rate Fixed income investors today have had a difficult time finding yield with the record low interest rates we’ve seen. Bond investors can choose between using mutual funds or can purchase the individual bonds themselves, depending on what is more suitable for their own unique situation. If you […]

Measuring a stock’s valuation

Originally published on Sierra Sun, Tahoe Daily Tribune http://www.tahoedailytribune.com/news/opinion/12940183-113/price-cash-value-flow Legendary investor Warren Buffet once said, “Price is what you pay. Value is what you get.” Two major styles of investing are known as growth and value. Growth investors seek companies who are rapidly growing their earnings and profits. Value-oriented investors search for stocks who are […]