Timely Economic Perspectives
The media has been talking about several “threats” to the economy. We break down these “threats” to provide helpful perspective.
The Magnificence of Diversification
August 2023
Diversification isn’t just for risk management..it can increase returns too!
First Half Market Review
July 2023
An eventful start to 2023 with a few important lessons to help us make better investment decisions.
Glimpse of Market Future
June 2023
A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future?
A Dire Prediction
May 2023
Predictions may tempt us to abandon our strategy. Best to think before we do anything we might regret.
Danger: Headlines Ahead
April 2023
One of the greatest perils to investors is a well-written and misleading headline.
What Game Are You Playing?
March 2023
Knowing what investing game you are playing can help you select the right equipment to reach your goals.
Climbing the Wall of Worry
February 2023
Markets have a history of climbing the wall of worry. Will 2023 be the same?
3 Investment Lessons From 2022
January 2023
Three timely lessons that can help us become better investors going forward
Boring Is Beautiful
December 2022
Some investments can be very exciting. But odds are higher that a boring investment strategy will help you achieve your goals.
Pragmatic Perspectives
November 2022
Some timely and valuable perspectives when faced with higher interest rates and a declining stock market.
A Bucket Plan to Go with Your Bucket List
Acres of Diamonds
Behavioral Finance
Bridging the Confidence Gap
Bursting the Bubble
How to Retire Early
Making Your Tax Bracket Work
Once Upon a Goal
Perception vs. Reality
What You Need to Know About Social Security
Estate Management 101
