Financial Planning and Investment Blog
Review of a great new personal finance book - The Psychology of Money by Morgan Housel. It's a must read to learn the behavioral side of managing your wealth.
Continue Reading Review: The Psychology of Money by Morgan Housel
This week's article round-up focuses on the economy - how sustainable investments performed last year - year 2 Covid answers - getting your finances organized - market bubbles - latest book recommendation and more
Understanding sustainable investing by defining it, sharing why it's pursued, and looking at different sustainable strategies and how they're implemented.
This week's article round-up takes a deep look at income inequality, the Georgia runoff, and positioning your portfolio in the event we're in a market bubble.
Silver linings from this year - A lengthy look at the coronavirus tragedy - Market expectations for next year - 2020 investment lessons - Mass's role in the vaccine - Being bearish is hard and more
Before and after Covid-19 is a reflection on aspects of life since March I'd like to retain even as I cannot wait to get my old life back.
Financial lessons from 2020 - The new stimulus plan - Covid mutations and what it means - Biggest 2021 market risks - Investing at market highs - Beware the fortune tellers - Plastic surgery up became of Zoom - Covid lockdowns and the environment
Here's a list of my favorite non-fiction and fiction books from 2020, four in each category.
Georgia and the markets - BlackRock stepping up its sustainable commitment - The vaccine moon shot - SEC investor alert - Long-term care and more
Webinar sharing a few major recent changes to the investment landscape and what portfolio updates to consider to help build your 2021 investment strategy.
Continue Reading Webinar Replay: 5 Portfolio Changes to Consider Now