Charleston Financial Blog

Interview With David Plecha - Sensibleinvesting.tv

Posted by Myles B. Brandt, CFP® on 24 June 2013

Tags:

Sensibleinvesting.tv talks bonds with David Plecha from Dimensional Fund Advisors here. A few key take-aways:

Share |

Read the full post

The benefits of tax diversification in retirement accounts

Posted by Myles B. Brandt, CFP© on 20 June 2013

Tags:

Morningstar has a great article on the benefits of tax diversification in retirement accounts here. The main idea is that with flexibility to draw from IRAs, taxable accounts, and Roths, you can have more control over your tax liability and increase terminal wealth.

Share |

Read the full post

Young Professionals Edition: Meet Mr. Mustache

Posted by Myles B. Brandt, CFP® on 29 April 2013

Tags:

The Washington Post has an interesting article about a family that is retired at age 30 here. Many are achieving financial independence at a young age by following a philosphy of voluntary simplicity and efficiency, often with environmental motivations.

Share |

Read the full post

Year-End 2012 SPIVA Scorecard in

Posted by Myles B. Brandt, CFP® on 26 March 2013

Tags:

Passive investors have some new ammo with the YEAR-END 2012 SPIVA Scorecard. This keeps track of the percentage of U.S. Mutual Funds that are outperformed by their respective benchmarks. Out of all the U.S. Equity funds, 66.08% were beaten by the index.

Share |

Read the full post

Boomer Balance Sheets a Mess

Posted by Myles B. Brandt, CFP® on 25 February 2013

Tags:

Morningstar has a great article summarizing a study by the AARP Public Policy Institute with research based on the Federal Reserve Survey of Consumer Finances.

Share |

Read the full post

Great Fund Bad Investor

Posted by Myles B. Brandt, CFP® on 5 February 2013

Tags:

One of our core beliefs is that market timing is mostly counterproductive. Although some market timing is based on strategy, fear and greed rule the hearts and minds of most investors. Because of this, investors, even professional ones, can under-perform the actual funds they are invested in.* This is called the Behavior Gap.

Share |

Read the full post

Adam Baker - Freedom for the Young

Posted by Myles B. Brandt, CFP® on 15 January 2013

Tags:

Adam Baker has a good video on what freedom means in your financial life.

Share |

Read the full post

Essential Math for All Investors

Posted by Myles B. Brandt, CFP® on 11 January 2013

Tags:

Great video for basic math concepts relating to investing!

Share |

Read the full post

Charleston Financial Advisors, LLC on News Channel 4

Posted by Myles B. Brandt, CFP® on 3 January 2013

Tags: ,

Our own William C. Prewitt, M.S. CFP® talks to Eric Egan at News 4 about the fiscal cliff here.

Share |

Read the full post

Passive Investing: The Evidence

Posted by Myles B. Brandt, CFP® on 11 December 2012

Tags:

This 54 minute video PASSIVE INVESTING: The Evidence (© sensibleinvesting.tv) offers a great explanation of the virtues and rewards of passive investing. Enjoy!

Share |

Read the full post

1 2 3 411