• NAPFA National Fee Only Financial Advisor Conference May 16, 2012

    National Association of Personal Financial Advisors conference in Chicago last week - a GREAT conference!

  • Are You Missing Money? April 24, 2012

    Money goes missing for a number of reasons. Here's a quick resource site to track it down!

  • Asset Allocation Models April 13, 2012

    There is no perfect asset allocation model, no one-size-fits-all approach, and retired investors face unique challenges.

  • DFA Reduces Investment Fees on REIT Portfolio March 14, 2012

    DFA Mutual Funds has recently reduced the fees on the two real estate investment trust portfolios.

  • Investment Policy Statement Importance March 8, 2012

    An Investment Policy Statement is an invaluable tool for consistent long term financial and investment planning.

  • Universal Life Insurance - At a Glance! January 25, 2012

    Universal Life Insurance can be an excellent addition to an otherwise well rounded financial plan, but not without doing your homework first

  • Kiva Micro Loan Repayment - Keep Going John! January 23, 2012

    John in Kenya has just repaid 6% of his loan taken out through Kiva in just a few short months.

  • Should You Invest In DFA Funds? January 19, 2012

    Should you invest in DFA funds? The author brings to light the difference between DFA's Morningstar ratings and their performance.

  • Greg Phelps - Accredited Investment Fiduciary December 27, 2011

    Greg Phelps, CFP, CLU, AAMS the President of REDROCK WEALTH MANAGEMENT has earned is Accredited Investment Fiduciary designation through Fi360.

  • What Does A Winning Streak Tell Us December 19, 2011

    Bill Miller at Legg Mason had a stellar track record for over a decade, yet as with most active managers - he too fell from grace.

  • Term Life Insurance December 4, 2011

    Term life insurance can be a wise expense for may individuals. Here's a brief synopsis of how it works.

  • Kiva Loan - Water Distribution in Kenya November 18, 2011

    The most recent Kiva loan was given to John, a water vendor in Kenya. We wish John the best!

  • ESTATE LITIGATORS LOVE DO-IT-YOURSELF WILLS November 16, 2011

    Most people don't realize or grasp the complexity of estate planning, and in an effort to save money may be making massive mistakes which may change the lives of their intended heirs.

  • Wildhaven Ranch, Lake Arrowhead, California November 8, 2011

    Wildhaven Ranch in Lake Arrowhead California is an amazing place to get close up to wildlife

  • FINRA Warns Investors About REITS October 5, 2011

    Chasing yield can be a dangerous game for investors. FINRA recently warned investors about REIT securities which may be largely illiquid and very confusing investments for retirees.

  • Long Term Care Insurance September 28, 2011

    Long term care is an insurance product designed to help cover costs for those who need long term health and medical care.

  • Kiva Microloan - Mbolea Farming Group in Kenya September 21, 2011

    In continuation of the Kiva Microloan project, I've selected the Mbolea group in Kenya for a portion of the current REDROCK Kiva account.

  • Living With Investment Portfolio Volatility September 20, 2011

    Volatility can be scary, frustrating, and nerve-wracking to say the least. It can lead to fear, and fear is a very dominant emotion. But making financial and investment decisions based on fear can be disastrous to your financial health.

  • Reality Show for Investors: "Survivor" September 20, 2011

    A recent article by DFA Funds Weston Wellington illustrates the folly of searching for the "next big thing" to invest in. The fact is, chasing the next big thing may seem attractive, and sure some will be the next big thing - but for how long? Innovation will consistently pressure the mighty companies of the world to remain atop of their game.

  • Las Vegas Home Prices September 20, 2011

    Housing prices have remained low for roughly three years now in Las Vegas, as the economy continues to struggle and home buyers find financing difficult even at historically low mortgage interest rates.

  • Kiva Microloan Update September 19, 2011

    A snapshot of the nearly complete Kiva microloan experiment. This loan went remarkably well, I'm currently reviewing new loan opportunities through Kiva.

  • MAAS CAPITAL - Financial Planning and Investment Blog September 14, 2011

    MAAS CAPITAL has a financial planning and investment blog. They're located in Portland Oregon, and their firm is a NAPFA registered fee only financial advisor.

  • Thinking Beyond Numbers - Richard Feight, NAPFA Fee Only Advisor September 14, 2011

    Richard Feight, NAPFA financial advisor in Grand Rapids Michigan

  • Dimensional Funds Client Presentation (Powerpoint) August 31, 2011

    Dimensional Fund Advisors (DFA Funds) Client Presentation in powerpoint. Markets work, risk and return are related, diversification is key and investment portfolio structure determines performance.

  • Fiduciary Advisor Questionnaire (NAPFA) August 31, 2011

    Questionnaire you're advisor takes to show how they're compensated, specific fees, and their fiduciary responsibility to their clients.