Finance
Quarterly Market Review – Second Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2020.
Read MoreIs Bigger Better? Looking at the Current Market Giants
Is bigger better? Let’s take a look at current market giants (Amazon, etc.). Think the market is different than ever before? Read on to hear our perspective.
Read MoreProperty and Casualty Insurance – What You Need to Know
Today we explain the various components of property and casualty (P&C) insurance, so that you can adjust your coverage and enjoy peace of mind.
Read MoreWhat is PMI (Private Mortgage Insurance)?
Today we help you understand your mortgage by demystifying PMI. Learn what it does (and doesn’t do), how it’s paid and how you can stop paying PMI—or prevent it altogether!
Read MoreDelta’s Volunteer Departure Program – What You Need to Know
Several large companies, like Delta Airlines, are offering Volunteer Departure Programs. What should YOU do if asked to voluntarily furlough or retire early? Read on to hear our perspective.
Read MoreThe Bumpy Road to the Stock Market’s Long-Term Average
When you decide to invest in equities markets, you need to understand their behavior and set your expectations accordingly. The Market is NEVER Average!
Read MoreInvestment Policy Statement – What it is and why you need one
An Investment Policy Statement (IPS) defines the purpose of your investments, helps you evaluate your risk logically, and reduces your stress—especially when the market is down. In this 4-minute video, I explain what an IPS is and why you need one.
Read MoreThink Long-Term—Don’t Let a Recession Faze You
Don’t let a recession faze you! Read on to learn my thoughts on this topic—supported by a century of data.
Read MoreMonday Morning Motivation – Logical
Are you embracing your logical side?
Read MoreWhat is a 529 College Savings Plan?
Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.
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