Food for thought...
When markets are volatile, it is difficult to be an investor. Headlines shout about losses. Quarterly statements show a significant drop...
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- Oct 5
- 2 min
The Weekly Wrap-Up.
It was a tumultuous week. In the United States, Hurricane Ian pummeled Florida and South Carolina. Analysts estimate the destruction in...
- Sep 27
- 2 min
Yeet! They added pumpkin spice.
You may be more familiar with some of the new words Merriam Webster added to its dictionary than others. Earlier this month, 370 words...
- Sep 13
- 3 min
Talk to Your Family About Estate Planning
Communication is Key in Estate Planning Not communicating your estate plan is like not having an estate plan at all. It’s key to...
- Sep 7
- 1 min
Back to school.
Across the country, school supplies have been purchased and many children have returned to the classroom to start a new school year. The...
- Aug 15
- 1 min
The Tipping Point and The Talking Point
Jim and I recently attended LPL Financial’s Focus 2022 annual conference, the largest national educational conference hosted by LPL. This...
- Aug 2
- 2 min
Company sales and profits were up in the second quarter.
A perceived dovish tilt at the Fed wasn’t the only reason stocks rallied last week. It’s earnings season – that wonderful time when...
- Jul 21
- 2 min
What's the difference between market volatility and risk?
Smooth sailing isn’t a term anyone would use to describe 2022. So far, it has been a remarkably volatile year. On more than half of the...
- Jul 12
- 2 min
Thinking about retiring outside the US?
There are lots of amazing places to retire in the United States but retiring elsewhere can be an attractive alternative. Some countries...
- May 24
- 2 min
About loss aversion, bear markets and recessions...
Here’s something to remember during volatile markets when the desire to sell may be strong: Our brains are hard-wired to avoid loss....
- May 17
- 2 min
Here's the most important question: Do you think the stock market will recover?
The editors of Business Week once thought the answer was a resounding, “No.” On August 13, 1979, the cover of the magazine declared: The...
- May 16
- 1 min
The Federal Reserve Raised Interest Rates - What's next?
Few investors should have been surprised when the Federal Reserve raised interest rates after its May meeting. Throughout April, Fed...
- May 10
- 1 min
Are you living the American Dream?
In a late March survey, conducted by an accounting technology firm, small business owners were asked if they were living the American...
- May 9
- 1 min
"Be fearful when others are greedy and greedy when others are fearful"
"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett. It's a great...
- Apr 26
- 2 min
Stock markets aren't the only thing that's been volatile...
Consumer sentiment has been bouncing around, too. The preliminary results for the April University of Michigan Survey of Consumer...
- Apr 19
- 1 min
Talkin' 'bout my generation...
In the United States, we often describe groups of people by applying generational labels – Baby Boomers, Gen X, Millennials, and so on....
- Mar 30
- 2 min
What's your parallel parking strategy?
A new research study, discussed in the Annals of Improbable Research, recommends that drivers reconsider their parallel parking choices...
- Mar 22
- 2 min
Spring forward, fall back.
If you live in a state with daylight savings time, this may be the mnemonic device you use to remember that clocks gain an hour in March...
- Mar 8
- 1 min
What gives life meaning?
Last spring, Pew Research asked people in several countries: What aspects of your life do you currently find meaningful, fulfilling or...
- Mar 7
- 2 min
Tips for Saving for a Big Purchase
Are you contemplating a big purchase, such as a car, home, vacation, motorhome, etc.? Since you plan to spend the money anyway, you might...