Tagged: investing

The Lifelong Investor: Tips for Each Stage of Life

This is a guest post from Samantha Ducati. Many things develop and change over the course of a person’s life. Whether this is lifestyle, relationships, or managing your health, things change with age. Because millennials...

Pros and Cons of Starting a Family Investment

Our family has tossed around the idea of building some sort of financial investment together – whether that be through joint ownership of a rental property; building a family trust (aka ‘family bank’) or...

The Role of Advisers in a Wealthy Family

Life can get more complicated when you have wealth. Finding ways to manage and grow the family wealth can be time consuming and complex. Finding ways to protect that wealth can also be harder....

What Are Non Traditional Mutual Funds?

The latest issue of the Merrill Lynch ‘Advisor’ magazine (which I receive as a Merrill Wealth Management client) says: “If you’ve been curious about hedge funds but felt they weren’t quite right for you,...

Opportunity Cost

At what price do you do the things you do? Could you be engaged in something that is better paying, more fulfilling, or more rewarding?  What is your opportunity cost?