Finance
The Flat-Out Truth – Understanding Yield Curves
We often see the term “yield curve” bantered around by TV’s talking heads and in the financial press. Read on to learn all about what the yield curve is—and to gain perspective on its impact on equity markets.
Read MoreYear End Tax Planning – Have You Done Yours?
We are about a month and a half from the end of the year. That raises a VERY important question—have you reviewed your 2018 tax liability and taken steps to minimize it?
Read MorePredicting the Market – The Impact of Elections
Thankfully the annoying political ads are gone for another two years. But what sort of impact will the election results have on our portfolios? The astute reader already knows the answer—do you? Read on for some critical investment guidance.
Read MoreInvestor Education – Volatility Versus Risk
I believe that nearly 100% of your success as an investor is based on your ability to control your emotions and behaviors. Do you truly understand volatility versus risk? Read on for some insights that have the potential to save you from self-destructing your investment portfolio!
Read MoreOne Man’s Junk is Another Man’s Treasure – Understanding Buyers and Sellers
Despite what the talking heads try to get you to believe, there are NEVER more “buyers than sellers” or more “sellers than buyers” in the market. Each trade MUST have both a buyer and a seller—and both must believe that they are getting a fair deal at the time of the transaction. Efficient markets are real. In contrast, the talking heads’ version is FAR from real!
Read MorePrediction Season – Why the Pundits are Clueless
We have started the fourth quarter with a not-so-fun rollercoaster ride of stock prices. This has all of the pundits offering us their “wisdom” on what will happen next. News flash—they are all clueless! Read on to find out what you need to know.
Read MoreQuarterly Market Review – Third Quarter 2018
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 July – September 2018.
Read MoreCosts Matter – Understanding ALL of the Costs
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.
Read MoreDon’t Worry Be Happy – Reframing the Investing Experience
Don’t worry be happy! Successful investors understand the importance of expectation vs. perception. Read this post to learn the truth about the way equities work over time—and how to keep yourself from making foolish decisions when we experience market corrections or bear markets.
Read MoreThe Number Two Goal – Getting the Kids Through College
I speak with hundreds of people, and the number two question I get is “How will I pay for my kids’ college?” Read on to hear the answers I share—plus (a bonus!) 3 Key Questions every family needs to ask.
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