Posts Tagged ‘josh duncan’
All About Long-Term Care Insurance
Today I compare traditional vs. hybrid long-term care insurance policies. Learn about the probability and costs, as well as what each policy type covers.
Read MoreQuarterly 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 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 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 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.
Read MoreThe Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
Read MoreQuarterly Market Review – First 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 January – March 2020.
Read MoreData check: Do downturns lead to down years?
Curious if downturns lead to down years? Let’s see what the data says. Read on as we take a look at recent historical trends.
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