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Investing For The Rest of Us: Charting a course for the future

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  As the dust settles from the Wall Street meltdown of 2008, the average investor needs to chart a course that threads its way through future growth and perils. Simply relying on the old investment adages may not be the wisest course. Here's some things to think about. (1)  Wall Street is not your friend. At this point, it should come as no surprise that the goal on Wall Street is to make money for Wall Street, rather than giving investment advice ...

Glen "Chip" Dahlke

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Funding Your Living Trust With Bonds

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  If you have a revocable living trust, funding of the trust is an essential step to ensure that the trust operates as intended. Funding your trust with the bonds that you own is just one step in this funding process. In order to transfer your bonds to the trustee of your trust, you will need to identify the type of bond, and select the proper method of transfer. You will also want to make sure ...

Monty L. Donohew

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  • Simple Trust Agreement 1

    Take a look at our discussion under Funding a Trust | How to fund a Living Trust, specifically http:...

  • Simple Trust Agreement 1

    How will a simple trust come into play if I am refinancing my mortgage in which the subject property...

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