NEWS AND BLOG
“Slow and Steady” or “Wild Market Ride”?
A Basic Measure of Your Risk Tolerance Are you enticed by high-risk investments or are you a risk-averse investor? Most people fall somewhere in between these two extremes. To help you get a sense of your risk tolerance, circle the responses that best describe your...
Wondering Whether You Missed the Recovery?
Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to sit out bear markets and get back just in time for the next bull run. The belief that you can foresee the direction of the stock...
3 Questions for Every Investor
Some financial advisors try to bowl you over with fancy language. Disarm them - and arm yourself for your future - with a few simple questions. One complaint I hear as a financial advisor is that investment jargon - ETFs, P/E ratios, DRIP plans and other terms loaded...
At Mid-Year, Keep Your January 1st Pledges
Do you have a will, investing in education or building a Freedom Fund? Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your todo list? It seems like only yesterday...
Overconfidence versus Consumer Confidence
One is a significant financial risk whereas the other is a financial guidepost One of the biggest obstacles on so many financial journeys is the inability to identify risk. That blindness to risk is due to a variety of reasons, but one of the most pronounced is...
Should You Change Your Investing Strategy?
There is no one-size-fits-all answer, but tactical shifting might make sense Wise investors alter their approaches as market cycles shift, from bull to bear to something in between. A consistent strategy might be far more risky than one that involves tactical shifts...
Amidst Stay-At-Home, Learn Money Mindfulness
Using money to enhance your life and the lives of those around you Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them. Financial advisors call this “money mindfulness.” And it’s a mentality that can be...
Stuck at home with your partner? Look to retirees for how to make it work
Across the country an unprecedented number of couples are suddenly spending every waking and sleeping hour of the day with one another. That’s what many older retired couples do too, even when there isn’t a pandemic. Their experiences are worth listening to, because...
3 Gurus’ Timeless Wisdom
Follow investment gurus to avoid investment mistakes. When things seem unsettled, a trio of these savants offer timeless advice you should heed. Such words of wisdom are especially appropriate amid current turbulent circumstances: a rocky bond market that perhaps...
50 Free or Cheap Things to Do With Kids
Once school is out, you'll probably hear your kids utter these words: "I'm bored." Rather than let them turn on the TV or play video games, try any of these 50 free or cheap ways to entertain them. With the list, hopefully you won't have to listen to your kids say...