Wednesday Reading List
Stuff worth sharing from the past weekBox of Letters: What Shape Will the Recession/Recovery Take? by Liz Ann SondersCharles Schwab’s Chief Investment Strategist with an ...
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Wednesday Reading List
Stuff worth sharing from the past week But first, today is April Fool’s Day. No need to worry about fake news here, but for those ...
Wednesday Reading List
Stuff worth sharing from the past weekBut first, I hope all my readers are staying safe, sane, and well. Thanks for your support! Two recent ...
5 Ways I Handle My Finances
I give financial advice for a living as a financial advisor (and through this blog and my book), so people ask me how I handle ...
7 Things (I Think) I Know
I recently had on CNBC in between calls to clients to see how they were doing and explain our current investment strategy. A hedge fund ...
Wednesday Reading List
Stuff worth sharing from the past weekThe news surrounding Covid-19 and the world’s reaction is moving at a stunning pace. Here is a piece with ...
Wednesday Reading List
Stuff worth sharing from the past weekBut first, market volatility has picked up. ICYMI: here is what We’re Telling Our Clients about what to expect ...
What We’re Telling Clients
Our wealth management firm has been proactive with client communication during this latest downturn. We sent out a piece on February 29th addressing the market ...
Wednesday Reading List: Real Estate, Coronavirus, and DCA
Stuff worth sharing from the past week This week we take a closer look at real estate with the busy spring selling season soon to ...
Wednesday Reading List: Warren Buffett and Market Volatility
Stuff worth sharing from the past week But first, the markets have been volatile this week. Worried about your portfolio, please take the time to ...
Wednesday Reading List
Stuff worth sharing from the past week This week’s blast coming at you from the beach… …while trying to figure out when I can become ...
Keep Your Savings on Track
Morningstar’s Investor Success Project published a paper More Money, More Problems: How to Keep a Bigger Paycheck From Spoiling Retirement, which besides being an good ...