An Executor’s Checklist

An Honour? Many people may regard being named an executor as an honour. There is a sense that your appointment in the will means that you are trustworthy and competent to complete the task.   However, while someone named to the role of executor should indeed be trustworthy...

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The Hot Potato Portfolio

Norman Rothery’s Heated-Up Version of the Couch Potato Portfolio The Original Couch Potato Portfolio The original Couch Potato Portfolio came from a 1991 article by Scott Burns, then a writer at the Dallas Morning News. He advocated for a simple two-fund portfolio using index mutual funds. One...

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