Friday Reading: Flat Fee Investment Advisor

By Harry Sit

Articles of Interest

An Interview With a Fee-Only Planner and Part 2 from The White Coat Investor

FPL Capital Management offers a flat-fee portfolio management service starting at $1,000 a year. For someone who’s not too picky and can live with a model portfolio, it’s a good deal to have their investments taken care of at that price point. See some other choices in The Average Investor Should Use An Investment Advisor: How to Find One.

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Social Security Benefits for Divorced Spouses from Oblivious Investor

If you think Social Security rules for spousal benefits don’t make sense because they penalize two-earner families, wait until you read the rules for divorced spouses. Also read Social Security Family Benefits Mess.

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Permanent Portfolio 2011 Results from Crawling Road

The Permanent Portfolio did very well in 2011 largely because of its 25% allocation to long-term U.S. Treasury bonds. 25% in gold helped too. The idea is that when long-term Treasuries and gold are no longer hot, stocks will pick up the slack. But will they?

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The “best” place to put your money NOW for 2012 from Vanguard Blog

I was hoping Vanguard would tell me the best place to put my money for 2012 but the quote-and-quote gave it away.

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Would You Like That Meal Bundled, or Unbundled? from Matthew Amster-Burton at MintLife

Interesting and fun observation and discussion on when a product or service should use bundled or unbundled pricing.

Blog of the Week

Crawling Road

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