Blog
Watch the blogs to gain more insight into the workings of the financial services world so you are better prepared to make decisions with a positive outcome.
September 16, 2020
Most projections assume a steady 6% return, but the order in which gains and losses arrive can change everything. Five illustrations of the same $500,000 retirement portfolio show why sequencing of returns matters.
Read MoreMarch 6, 2019
A conscientious advisor is always trying to improve services to his/her clientele.
Read MoreDecember 18, 2018
Our main technical indicator gave the same notice it did in 2007 and 2001 to get out of the market — so we did, moving 50–75% of non-income-based securities to safety. Here is why we never sell everything.
Read MoreJune 27, 2018
Just days after a positive June newsletter, tariffs sent the S&P 500 and NASDAQ tumbling. Why trade wars punish producers and consumers alike, and why history says to stay invested.
Read MoreFebruary 6, 2018
The market's sudden plunge has echoes of the 1980s — and of River Phoenix. Why the sell-off looks more like a needed release of pressure than the start of something fatal.
Read MoreJune 14, 2017
A bonus brings surprisingly strong emotions along with the money. How to decide between taking the cash and deferring it — and the three things to have in order before you spend a windfall.
Read MoreJune 5, 2017
On a $250,000 portfolio, a quarter-point difference in expenses is real money. A look inside mutual fund expense ratios, hidden trading costs, Target Date funds, and robo-investing in workplace retirement plans.
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