
Portfolios Care About Asset Allocation, Not Your Emotions.
While the cause of volatility changes, a constant remains - portfolios don't care about your feelings.
Empower New Graduates with Gifts of Independence
While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
At or Near Retirement? Time to Say Bucket!
Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Dividend Investing - Navigating Hype and Pitfalls To Get Results.
Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.
You Can’t Always Get What You Want… But If You Try Sometimes
With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?
Teaching Kids about Savings and Investing
Financial literacy doesn’t equate to understanding value or making good, responsible decisions.
Inflation: Increase assets, borrow, and lock in debits.
Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.
Tax Loss Harvesting: Give Thanks And Slice Your Pie
Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.
Rising Rates, Sinking Values: Are Bonds Dead?
Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.
Revisiting - Dividends: Evolve Beyond Yield
Revisiting the conundrum for income investors in today’s low-interest rate environment.
Why Dividend Growth Matters
Can a low dividend yield be more favorable over the long-term?
Dividends: Evolve Beyond Yield
Temptation of high-yield dividend stocks can lead to denials like “As long as I get my dividends, I don’t care about share price”. You should and here’s why.