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Before the 4th of July holiday, all three major U.S. stock market indices closed at record highs, despite a slate of recent indicators that would suggest that the economy may be cooling down. As the present bear market has now officially been coronated as the longest...
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You can find guides and advice on how to “Spring Clean” your house, but do you take the time to “Spring Clean” your finances? Here are 3 things to consider when looing over your finances: 1. Asset Allocation Does the portfolio construciton...
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I recently had a conversation with a colleague and friend in the military who demonstrated the temptation frequently faced by investors: giving into the emotional banquet of “market” stimuli served up by the media and catered by the financial services industry. My...
Retirement Planning
I’m surely not the only one who looks back at my youth and asks, “What was I thinking?” My list is long and undistinguished, and I’ll reserve these “teachable moments” to only finance-related matters today, for all of our benefit! 1. Delay gratification: I need look...
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01-When can I retire? Like any good political/philosophical answer: it depends! The key question is how much is needed to meet you needs and wants in retirement. I’m reminded of a story from a podcast that I recently listened to of a client that was informed of an...
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