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From Financial Advisor IQ, January 7, 2015 In an ideal world, professionals would always be able to tell clients exactly what they’re doing wrong with their lives. It would improve the clients’ finances and reduce the professionals’ stress. But in reality, that kind of candor would jeopardize valuable relationships. Instead, much goes unsaid, even when… Read more »

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From The Wall Street Journal, December 29, 2014 For some investors, energy stocks are the best bargain of this holiday season. In the weeks leading up to Christmas, money managers scooped up energy companies. They were attracted by the sector’s steep fall in the second half of the year as the price of crude tumbled…. Read more »

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From Money.com, December 17, 2014 Q: I am 72 years old and subject to mandatory IRA withdrawals. I don’t need all the money for my expenses. What should I do with the leftover money? Jay Kahn, Vienna, VA. A: You’re in a fortunate position. While there is a real retirement savings crisis for many Americans,… Read more »

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From U.S. News & World Report, December 2, 2014 Heed this advice to start 2015 on the right financial footing. The month of December often whizzes by in a flurry of gift buying, cookie baking and snow shoveling. But the final month of the year is also a good time to get your finances in… Read more »