
Portfolios Care About Asset Allocation, Not Your Emotions.
While the cause of volatility changes, a constant remains - portfolios don't care about your feelings.
Hoping “New Year, New You” Makes Financial Goals Come True?
Per Apple’s new ad campaign: Most people quit their New Year's resolutions by the second Friday in January. Well, how are you doing?
Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs
You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.
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.
New Year, New You… Not True?
Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
Never ask, “Where do you want to go to college?”
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Enjoy Every Sandwicher Moment.
This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Resolutions Gone Bad: Rein In Your New Year.
How to make financial resolutions that lead to successful planning outcomes.
Inflation: Increase assets, borrow, and lock in debits.
Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.
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.