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Diversification Defined
David defines diversification within the context of today’s investment environment.
Read More...Where Do You Find Diversification?
David defines diversification and how the nature of it has changed over the last several years. He also reveals where to find it.
Read More...Where Has All the Diversification Gone?
David discusses the real purpose of diversification by analyzing the global bond, equity and commodities markets.
Read More...Over Concentration Delutes One Percenters
David talks about the transient nature of membership in the exclusive club that is the top one percent of wealthy Americans.
Read More...Joining the Wealth Club and Staying There
David describes the volatility of income among the top one percenter’s and how membership in that exclusive club is very transient. He draws the same parallell with other socio-economic groups.
Read More...Tax Planning, Not Cheating, Is the Way to Go
David discusses certain aspects of the existing tax code and why we need real reform to make it more equitable for all Americans.
Read More...Most (and Least) Valuable College Degrees
David looks at the most common college degrees earned by the so-called “one-percenters” and also which college degrees are considered least valuable by U.S. Department of Labor.
Read More...Steady Paycheck Worst Way to Make Money
David talks about how Americans make money and the role taxes play in increasing or decreasing personal income.
Read More...Evaluating Investment Performance Reporting
David discusses how money managers promote their investment performance and what you need to know when evaluating it.
Read More...Secrets of 401(k) Millionaires
David reveals the secret of 401(k) millionaires: Contribute often and consistently. It’s not how much you make, it’s how much you save.
Read More...401(k) Plans
David talks about the pros and cons of 401(k) plans and why they are so important (if available to you) to a successful retirement.
Read More...The Other One Percenters
David reviews a new report from the Agency for Healthcare Research and Quality that shows 1 percent (the other one percenters) of Americans account for 22 percent of healthcare spending.
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