• Your Portfolio Attention grandparents: Recent changes to 529s may enhance gift Published 05/11/2008 at 10:31 p.m.

  As you may already know, by investing in a 529 college savings plan, you can give your grandchildren the opportunity to benefit from a college education while taking advantage of potential tax and estate planning savings. This is because you ...

• Your Portfolio: Business owners beware of retirement plan pitfalls Published 04/24/2008 at 10:40 a.m.

  While you certainly value the time they spend working for your company, as a business owner you want to help your employees in their efforts to save for the time when they can finally retire. But establishing and maintaining a ...

• Your Portfolio: Be prepared in case you are suddenly single Published 04/10/2008 at 5:06 p.m.

  While it’s something we hope would never happen, losing a spouse becomes an unfortunate reality many people must face. While the emotional trauma is the first and hardest blow, an important next step is looking towards the future and assessing ...

• Your Portfolio: Don’t put all your eggs in one basket Published 03/19/2008 at 4:16 p.m.

  Asset allocation is a time-proven strategy that can help take the guesswork out of choosing investments for your portfolio. Instead of putting all your eggs in one basket, you spread your eggs (dollars) among a variety of baskets (stocks, bonds ...

• Your Portfolio: Money-savvy kids — teach them how, Part II Published 03/05/2008 at 1:03 p.m.

  Last week I gave you a half a dozen ideas to help your kids learn about managing their money. Here we add to that list, rounding it out with another six simple steps you can use to teach your children ...

• Your Portfolio: Money-savvy kids — teach them how, Part 1 Published 02/27/2008 at 1:59 p.m.

  Among the many responsibilities of adulthood, managing personal finances is one of the most important skills you can learn. Unfortunately, many of us have had to learn this lesson the hard way, without any formal education on the subject.

• Your Portfolio: Investing strategies — for those with money to invest Published 02/20/2008 at 3:29 p.m.

  While there are many individuals who have plenty of money to invest, more than a few hesitate to do so because they are unsure of exactly how or where to invest their money.

• Your Portfolio: Economy — not election — drives the stock market Published 02/13/2008 at 5:36 p.m.

  As we get closer to the upcoming presidential election, you may see or hear news stories about how the stock market behaves in an election year. As a result, you might be tempted to start thinking about how to rearrange ...

• Your Portfolio: Consider a money manager for your portfolio Published 02/07/2008 at 11:22 a.m.

  So far, you’ve developed a successful investment strategy that has helped you reach many of your financial goals. While you’ve been pleased with your portfolio’s performance over the years, you may find yourself needing the advice and care that a ...

• Your Portfolio: Disciplined investing helps keep emotions in check Published 01/30/2008 at 4:41 p.m.

  Knowing that financial markets are constantly changing, it’s often hard to gauge when the best time would be to jump in.

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