I was pleasantly surprised to see myself mentioned for contributions in an article in May’s edition of Financial Planning magazine on the topic of distribution planning. It has been my opinion that many advisors overestimate the degree to which expenses … Continue reading
Large banks and brokerage firms are in the news again, with word that J.P. Morgan Chase suffered a $2 billion loss while trading for its own investment portfolio. If you’re inclined to be amused by such things, word had apparently … Continue reading
By Kevin Kroskey, CFP®, MBA Of Mice and Men was one of the first books I actually read cover to cover. According to author John Steinbeck, the book’s title came from a poem by Robert Burns that contains a line … Continue reading
By Kevin Kroskey, CFP®, MBA Over the course of a lengthy and illustrious business career, Warren Buffett has offered thoughtful opinions on a wide variety of investment-related issues—executive compensation, accounting standards, high-yield bonds, derivatives, stock options, and so on. In … Continue reading
I was recently interviewed by Financial Advisor magazine, a leading industry publication, for contributions to a story about dividend investing after the author had read an article I wrote in June of 2011 entitled “Should Investors Favor High Dividend-Paying Stocks?” … Continue reading
