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MONEY matters

Mark Zaifman's thoughts on money, global economic trends and politics
Planning for Retirement, What Baby Boomers Need to Know
Mark Zaifman   |    Fri, Jul 08, 2011 @ 11:17 AM
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4 Investing Truths by Vanguard
Mark Zaifman   |    Wed, Jun 29, 2011 @ 01:56 PM

If you are like many others, you may think investing is complicated. But by simply knowing your goals and options and then picking the right investing partner, becoming a successful investor is easier than you think. Vanguard does a great job at explaining the steps you’ll need to take in making smart investment decisions as well as guide you on becoming a successful investor. Check out these excellent articles - Vanguard’s 4 Investing Truths:

1) Vanguard’s Investing Truth - RISK:

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Hello Comprehensive Financial Planning, Goodbye Tyrant and Rebel
Mark Zaifman   |    Fri, Jun 24, 2011 @ 11:16 AM
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Sharing the Same Financial Goals is Key to Successful Retirement
Mark Zaifman   |    Thu, Jun 09, 2011 @ 10:08 AM

Trent from The Simple Dollar has written a post called Robinson Crusoe and Our Journey which I had to share with you. This post inspired me to re-read Daniel Defoe’s classic book Robinson Crusoe – so right off the bat, thanks Trent, for the reminder of this not-so-childhood classic.

Trent says the book struck a chord because of his recent journey which appeared to have been about money, but was so much more, in his words, “rethinking what’s actually important to me.” So often this journey is the springboard to discovering what one's relationship with money really is. As a holistic financial planner, I constantly question clients on what it is they absolutely need, what their values are, and as Trent mentions, what is actually important to them.

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Values-Based Money Management, Your Dollars are Your Vote
Mark Zaifman   |    Thu, Jun 02, 2011 @ 09:34 AM

In my neck of the woods, with the arrival of spring comes the amazing abundance of certified organic farmers markets. In the Bay Area, we are blessed with some of the finest artisan foods a region can offer.  As a society we are beginning to understand that the well-being of a region depends on our relationship to our soil and our local food producers. So when it comes to voting with your dollars, one way is to buy your food direct from the farmers that grow it.

Socially Responsible Investing (SRI)

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Personal Financial Planning Checklist for the 3rd Quarter
Mark Zaifman   |    Wed, May 25, 2011 @ 03:46 PM
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Invest, Pray, Love
Mark Zaifman   |    Wed, May 18, 2011 @ 05:57 PM


Last week I’m having lunch with a few of my friends. And as usual, since I’m the investment guy of the group, everyone feels compelled to share their latest stock tip of the month with me as well as their latest score in the market.

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Investing In South Korea: Green, Wired and Growing Fast
Mark Zaifman   |    Sat, May 14, 2011 @ 07:00 AM

When it comes to investing in Asia, China still gets most of the attention. China continues to attract more investors that any region in Asia, yet, there’s a hidden gem in Asia, namely South Korea, that I believe warrants your attention.

Economic growth remains strong. South Korea’s exports are expected to grow by 11.9%. This is also one of the most wired nations in the world - 95% of homes have broadband, compared with 58% in Germany. South Korea’s economic partnership with China is strong and growing stronger. China now accounts for about 25% of South Korea’s exports.

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The Worst Mistake You Can Make When Investing Your Hard Earned Money
Mark Zaifman   |    Wed, May 11, 2011 @ 02:38 PM


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Beware the Taxman When Selling Gold, Silver or Other Precious Metals
Mark Zaifman   |    Sat, Apr 30, 2011 @ 08:00 AM

With the amazing rise in the value of gold, silver and other precious metals in the past few years many investors are looking to cash in on some of the spectacular profits they’re currently sitting on.

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