NEWS AND BLOG
Plan Your Financial Future as You Do Your Health
Just as your health changes over time, markets change even faster Ever hear the phrase, “your financial health?” A good way to appreciate planning your financial future is to see it as akin to maintaining your physical health. The parallels are instructive. If you...
Understanding the Investor Fear Index: the VIX
The VIX has seen a downward trend so far in 2021 and for October Market pundits are always tripping over themselves trying to determine the exact direction and extent of the market’s future movements. And as we approach Halloween, the fittingly named “investor fear...
Avoid the Pain Trade When Stocks Hit New Highs
The pain of losing money is worse than the pain of missing out on gains Right now, stock markets are up smartly for the year, but this might not be the time to start buying. Remember that it is most dangerous to start investing at the peak, because every winning...
After the Nest is Empty, It’s Time To Save and Invest
When your children are grown and leave home, you are released from being the financial “provider”: No more bills for everything from food and clothes to visits to the dentist. Along with this “freedom” may come immediate temptation to spend your “extra” money on the...
Breathe for Your Life Health and Well Being
Breath is life. Life is breath. The yoga sages of India have embraced this link for centuries, where conscious breathing has long been an integral part of daily life. More recently, Western researchers have also begun to acknowledge the importance of the breath. As...
Without a Spike in Wages, Inflation is Less Scary
Inflation is clearly a headwind for investors, but it might be more of a breeze Inflation has found its way into the broad economy, partly as a result of all the money that government stimulus created over the past 18 months since the financial crisis brought upon by...
Inflation Varies According to Your Age & Spending
The headline Consumer Price Index is important only as a general gauge What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation wallops someone with kids in college, and might be hardly...
Summer of 2021, the Fed, Interest Rates & Me
Be prepared as rates will inevitably go up – whether that’s 2022 or 2023 A few days before the official start of summer on June 21st, Wall Street’s eyes and ears were on the Federal Reserve, and as expected, the FOMC made no changes to the fed funds rate or the pace...
Do You Have FOMO When it Comes to Investing?
Fear-of-missing-out is a very real emotion – but it can derail your portfolio Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear-of-missing-out (FOMO) on some great investment opportunity. Heck, there is even a new exchange traded...
“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...