The Top Ten Money Excuses

In his article, “The Top Ten Money Excuses,” Dimensional Funds Vice President Jim Parker suggests that we often deceive ourselves when it comes to our own money. How can this happen, one might ask? It can happen by constructing a façade of logical-sounding arguments that can often lead to decisions that are counter to our own long-term interests. Read on to learn about those top ten arguments and excuses along with how to avoid them.

 

Portfolio Advisors' On-line Tools for Your Financial Questions

From time to time, you may have the need to calculate the cost of a loan, or you may need to calculate the impact of increasing or decreasing contributions to your retirement plan.   You may be interested in knowing if it is better to lease or buy a new vehicle.  Perhaps you are curious about whether an auto rebate is a preferable choice versus securing a lower interest rate. 

A wide variety of on-line tools can be found on our website and can be helpful with these and other common financial questions.  In addition to those mentioned, you can also find a 1040 tax calculator, an amortizing loan calculator and a Roth IRA Conversion calculator to name a few.  These useful tools can all be found on the Portfolio Advisors website at Online Tools.       

While these tools can be a useful resource, they are not intended to replace professional advice.  Your advisor is always willing to assist you with these and other services that you may require.  Please feel free to contact us at any time at 559 432 8400 or by visiting our website at www.portadvisors.com .

Special Announcement

Portfolio Advisors, Inc. is proud to announce that Tina Mistry has completed her financial planning training and has passed the CFP® Certification Exam.  She has obtained her Certified Financial Planner^TM certification, demonstrating that she has met the standards required by the CFP® Board.

As a result, Tina’s role with the firm will be expanded from that of Support Advisor to Financial Advisor.  In her new capacity, Tina will have more direct client involvement and will also assist clients directly in the financial planning process.  

Tina graduated from California State University, Fresno in May, 2007 where she received a B.S. in Business with an emphasis on finance.  She began her career with Portfolio Advisors in April, 2006, serving as an administrative assistant and then became a support advisor in January, 2009. 

We hope that you join us in congratulating Tina and wishing her much success in her new role.