Investing Insights
August 11, 2021

How to Invest Your Inheritance
“My dad was good with money, so when I inherited his PG&E stock back in the 1980s, I figured it was probably a good investment, and I kept it,” Jo...
Read moreJuly 15, 2021

What to Do with Cash in a Low Yield Environment
“What’s a good replacement for income from a CD or a money-market fund?” an investor asked us. “Are bonds the best way to do that? I can’t afford...
Read moreJune 22, 2021

Where to Invest for 4% a Year
“Where can I invest that would provide a 4% a year return?” an investor asked us. “I looked at bonds, but right now bonds are paying so little.” In...
Read moreJune 15, 2021

Annuities: The Good, The Bad & The Alternative
“My broker suggested that I invest in an annuity. Is that a good way to replace my income when I retire?” an investor asked us recently. We’v...
Read moreMay 28, 2021

How to Generate Income in 2021 (Even with Low Interest Rates)
What’s the best way to invest for income? The old approach was to invest in funds and ETFs that pay monthly or quarterly dividends and take those divi...
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