Archive for December, 2008

Keeping wealth in the family

Wednesday, December 31st, 2008

Personal finance news - CNNMoney.com wrote an interesting post today onHere’s a quick excerptLisa and Bruce Brown are fortunate enough to have plenty of assets to protect. Foremost of these is their children: The Browns are the proud parents of four-year-old Emma, and they have another baby on the way. [...]

How to make money in ETFs

Wednesday, December 31st, 2008

Personal finance news - CNNMoney.com wrote an interesting post today onHere’s a quick excerptAt a financial-planner conference earlier this year, I spotted a session called “ETFs: Are Your Clients Investing Without You?” I had to go. We advisers are well aware of the advantages of exchange-traded funds: broad diversification, low costs and a slim [...]