By Peter Mastrantuono Diversification is a good thing. Nevertheless, too much of a good thing can be bad. Owning too many mutual funds in your … [Read More...] about The Optimal Number of Mutual Funds in Your 401(k)

By MyPerfectFinancialAdvisor Individual investors may begin to see something they have never seen before from financial advisors: testimonials from … [Read More...] about How Investors Should Use Advisor Testimonials

By John Drachman After a year of sheltering-in-place from a safe social distance, many investors and advisors found themselves on new common ground … [Read More...] about Blending Professional Guidance with Digital Advice

By Lee Sherman Most people take for granted their ability to make financial decisions for themselves. But in the case of a conservatorship, a … [Read More...] about Conservatorships: Beyond Britney

By MyPerfectFinancialAdvisor Financial Advisors, like all service professionals, charge for their services. Similar to attorneys, CPA’s, Doctors, … [Read More...] about The Best Way to Compensate Your Financial Advisor

By Peter Mastrantuono One common misunderstanding many Americans have is that Medicare will help pay for long-term care. It does not. In fact, the … [Read More...] about The Pitfalls of Transferring Assets to Qualify for Medicaid

By MyPerfectFinancialAdvisor Much has been written about how Bitcoin is being considered by many to be the “new gold”. The skyrocketing price over … [Read More...] about Bitcoin versus Gold: False Equivalency

By Nicholas W. Stuller Investors historically have either been Self Directed and made all their own investment decisions or used an advisor and … [Read More...] about How to be a Semi Self-Directed Investor

By John Drachman As Memorial Day holiday goers left work early last Friday, the S&P 500’s inflation-defying fourth straight month of advances … [Read More...] about Inflation Strategies for Fun and Profit

By Lee Sherman The old adage “Money can’t buy happiness” may be true, but it sure can make life a whole lot easier. But trouble can arise when … [Read More...] about 7 Things the Wealthy Teach Their Kids About Money

By Peter Mastrantuono The lifetime value of a college education is not in dispute. It has, however, saddled many graduates with enormous debts and … [Read More...] about A Strategy for Reducing the Cost of a Higher Education

By Nicholas W. Stuller The momentum of investing in crypto currencies, including the 13 year old Bitcoin, has been surging and more and more … [Read More...] about Crypto Currency Risks