August 7, 2013


Do You Have Questions About Investing?

Dear Friends,

Everyone has questions about investing, and there are millions of voices out there telling you what to do – often with their own agenda. My book, Get Smart or Get Screwed, (available for free at my website) explains how to sort through that noise and find the best advise.

My goal in retirement is to try and help as many people as possible with the sound investing methods I’ve found most reliable over decades of experience. Why? Because it gives me great pleasure to know I’ve helped you create a retirement strategy that works for you. To this end, I try to answer every question I receive. However, as I am receiving many questions that are similar, I encourage you to first look at the existing resources I’ve created:

– Read the comments and my responses in my weeklyMarketWatch articles.
– Listen to my podcasts. Currently, I’m in the process of a series of what I consider the most important decisions investors need to make – The Ultimate Buy-and-Hold Strategy, Index Funds, Fine Tuning Your Asset Allocations and Distributions in Retirement. After completing these, I will do a series of podcasts answering the questions I receive about these subjects.

 – Read “101 Investment Decisions Guaranteed To Change Your Financial Future” – also free at my website.

If you still have questions, please email me at– include your phone number – and I will do my best to respond directly or within upcoming podcasts.

Thank you for caring about your financial future, as your peace of mind helps make the world a better place.

To Your Success,


13 reasons index mutual funds and ETFs rule
Two of Wall Street’s best inventions of the past half a century are the low-cost index mutual fund and its younger relative, the commission-free index exchange-traded fund, or ETF. But ironically, Wall Street hopes we won’t use them. More
Fine-tuning retirement portfolio allocations
One of the toughest tasks for investors is determining how much of a retirement portfolio should be in equities and how much in bond funds. More



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