How can I protect myself against identity theft?

The chance that someone will assume your identity to open fraudulent bank or credit accounts is increasing as thieves become more sophisticated. The best way to protect yourself is to try to prevent this from happening in the first place. Here are some ideas: – Make a list of all of your credit cards, even…

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Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the…

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How Can I Recover From Losses in My IRA?

As I have mentioned before, I contribute answers to questions posed by investors on a variety of topics on a site called Investopedia. When I respond to those inquiries on the site, I will share them here, too. QUESTION How can I recover from losses in my IRA? I am trying to invest today to…

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What is Your Risk Number?

Recently, a prospective client was introduced to me. A little about their background; they are single, late 30’s, high earner with a reasonable amount saved in an IRA, current 401k, and a couple of former employer 401k’s. Like all new clients, I sent them a link to our online risk questionnaire. The “risk number” derived…

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