For years when clients asked me where they should leave their cash (possibly for their Emergency Fund or upcoming expenses) the answer was always the same
Do you regularly donate to organizations such as a religious institution, alma mater, or a 501(c)(3) charity? Good for you!
Do you own investments
Salespeople often use “FOMO” or fear of missing out as a strategy to get someone to sign on the dotted line. Not much is at stake when they’re trying to sell
I often recommend bond ladders for clients. This Kiplinger article explains how ETFs can be used in creating bond ladders. I'm even quoted toward the end of
Socially Responsible Investing is often shortened to “SRI” or more recently “ESG”. The “E” in ESG stands for Environment, the “S” stands for Social, and the
We all love Roth IRAs. What’s not to love? Instead of putting excess income into a brokerage account that has its dividends and income taxed each year, as
I just listened to "The Investment Answer" by Daniel C. Goldie and Gordon S. Murray, which was recommended by a client. (Thanks, Mike!) I believe their views on
A client recently emailed asking me if, given the recent market downturn, we should rebalance his portfolio. Since I’m sure there are others wondering the
If you want to understand why I believe the best way to invest is to create a low-cost portfolio made up of well-run index funds with a good track record
As I was reading “How to Make Your Money Last” by Jane Bryant Quinn this weekend (a very well-written and informative book, by the way), I came to her
This cobbler’s children wear shoes!
"The cobbler's children have no shoes" refers to the phenomena where people are successful at doing something in their
The stock market will go up...and down.
Bond yields will rise...and decline.
I'm always fascinated this time of year as every so-called financial "expert