Articles From MyPerfectFinancialAdvisor Tuesday, October 1, 2019 By MyPerfectFinancialAdvisor The financial challenges of widows who have
Do You Need a Financial Plan?
By MyPerfectFinancialAdvisor There is a saying “A man with a plan is a man with a future”. Adjusting to make this gender-neutral, a plan for your
Couples are Impacted by Wealth Management
By MyPerfectFinancialAdvisor Money can have an interesting effect on people. Too little of it and the stress on one person can be overwhelming. A
When Active Funds Outperform Index Funds
By Peter Mastrantuono One of the great investment debates of the last decade has been centered on the relative merits of active versus passive
Absolute Statements in Investing Are Not (usually)
By MyPerfectFinancialAdvisor When you are investing or managing your wealth there are some basic tenants that bear repeating. Buy low, sell high
Are Direct Index Investments the Next Big Thing?
By John Drachman The Twitter world erupted in laughter recently when a presidential candidate referred to a “record player” during a debate – a
The Robo Advisor Movement: The Good and the Bad
By MyPerfectFinancialAdvisor Robo Advisors are automated investing platforms that allow an investor to automatically invest in the market without
Your Home as a Retirement Income Source
By Peter Mastrantuono Advertising for reverse mortgages is ubiquitous. In print and on radio and TV, celebrity endorsers have extolled the manifold
Risk & Reward: Income Investing via Dividend Stocks
Risk & Reward: Income Investing via Dividend Stocks By Lee Sherman As wealth-building strategies go, income investing is a relatively