Articles

  • Jul 30, 2024 | fa-mag.com | Paul Samuelson

    My years of studying techniques to manage the risk and tax exposure of investors’ portfolios have led me to an unhappy conclusion: These techniques, applied to single accounts, taxable and tax-advantaged, seem sensible but ultimately produce unfortunate outcomes for many investors.

  • Jun 17, 2024 | fa-mag.com | Paul Samuelson

    My do-it-yourself investor friends primarily rely on spreadsheets to track their multiple accounts. Others, aware that hubris can lead to bad calls, have a trusted financial advisor who knows their entire investment landscape. You likely have clients with feet in both camps—a little DIY and several accounts you manage.

  • May 6, 2024 | advisorpedia.com | Paul Samuelson

    Written by:  Paul R. Samuelson | LifeYield I drive a Chevy Volt, frequent public transportation, and bike to work when the weather allows. I’m conservative in my spending and investing and relatively immune to fads. I won’t be baited into paying extra fees for goods or services when I don’t think they’re worth the cost. So, readers may find it surprising that I agree with ardent annuity advocates that guaranteed income products hold a rightful place in many clients’ retirement plans.

  • May 1, 2024 | fa-mag.com | Paul Samuelson

    I drive a Chevy Volt, frequent public transportation and bike to work when the weather allows. I’m conservative in my spending and investing and relatively immune to fads. I won’t be baited into paying extra fees for goods or services when I don’t think they’re worth the cost. So readers may find it surprising that I agree with ardent annuity advocates that guaranteed income products hold a rightful place in many clients’ retirement plans.

  • Apr 1, 2024 | fa-mag.com | Paul Samuelson

    I drive a Chevy Volt, frequent public transportation and bike to work when the weather allows. I’m conservative in my spending and investing and relatively immune to fads. I won’t be baited into paying extra fees for goods or services when I don’t think they’re worth the cost. So, readers may find it surprising that I agree with ardent annuity advocates that guaranteed income products hold a rightful place in many clients’ retirement plans.

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