Newsletters
Time to Prepare Your Taxes
No, I am not crazy. It is the start of May, and it is EXACTLY the right time to prepare your taxes. Read on to learn why!
Read MoreQuarterly Market Review – First Quarter 2019
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 January – March 2019.
Read MoreIndex Funds Are Just Fine – The Sky is NOT Falling?
The rise in popularity of index funds has caused some to raise concerns about their existence “distorting the stock market.” Poppycock! This is just another scare tactic from active managers.
Read MoreKonMari – Learning Financial Planning from Marie Kondo!
There is some brilliance in Marie Kondo’s method, and her approach can be applied to financial planning. Read on to find out how to “tidy up” your financial life.
Read MoreWhy You Should NOT Pay Attention to “The Dow”
The Dow Jones Industrial Average is reported all over the place. Have you ever taken the time to understand what it is? Read this post to find out.
Read MoreReal Estate and IRAs – Tips for Avoiding the Traps
Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.
Read MoreCommodity Investing – Why I Suggest Avoiding
A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.
Read MoreHere We Go Again – Déjà Vu and Investing
Rarely is there anything new in investing. That’s why you always need to ask these 3 key questions when evaluating adding to your portfolio.
Read MoreQuarterly Market Review – Fourth 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 October – December 2018.
Read MoreSmoothing Out the Investment Road – Shock Absorbers for Your Portfolio
I grew up with a dad who sold shock absorbers for a living, so I feel qualified to comment on their use in protecting your investment portfolio. Check out this post if you would like to smooth out the ride for your investments.
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