Blog2018-10-24T13:20:54-04:00

Avoiding Retirement Claustrophobia

Retirement is supposed to be a time of increased freedom and happiness. After all, when you no longer need a job to provide your living, you can pursue the things you never had time for before. However, for many people, the thought of retiring brings anxiety. A recent survey by [...]

By |August 9th, 2022|Categories: Retirement Income Planning|0 Comments

How long will high inflation last and what should you do about it?

Most people understand that inflation is when prices go up. To be more precise, the International Monetary Fund defines it this way: "Inflation is the rate of increase in prices over a given period of time. Inflation is typically a broad measure, such as the overall increase in prices or the increase [...]

By |July 26th, 2022|Categories: Financial Market|Comments Off on How long will high inflation last and what should you do about it?

A stock picker asks: Is it really worth all the work?

When it comes to stocks, it’s easy to have a short memory. Everybody seems focused on what’s happening today and the near future. What are the pundits saying about this week? What are the forecasters predicting for the next quarter? Back in 2020, after the market shook off the shock [...]

By |July 5th, 2022|Categories: Financial Market|Comments Off on A stock picker asks: Is it really worth all the work?

Don’t Let Them Get Inside Your Head

We talk about this all the time: the media has a powerful influence on its audience, and more times than not, what they choose to report on does not line up with what matters most. This disconnect can pose real risk to investors. The chart below is from an article that compares [...]

By |June 20th, 2022|Categories: Financial Market|Comments Off on Don’t Let Them Get Inside Your Head

Exchange Traded Funds: What are they and should I invest in one?

Since the earliest days of trading goods, humans have looked for ways to decrease risk by sharing a cut of the profits. For example, it wasn’t seen as wise to invest all your capital in a single ship. If it sank, you’d lose everything. So, you’d invest in several ships, [...]

By |June 14th, 2022|Categories: Investment Management|Comments Off on Exchange Traded Funds: What are they and should I invest in one?

Why “buying the dip” is not a foolproof investing strategy

On its face the strategy of “buying the dip” seems much more measured than merely trying to identify low-cost stocks that are destined to become the next Apple. But it’s still a risky strategy. Just like it sounds, to buy the dip is to purchase stocks that are temporarily undervalued. [...]

By |June 7th, 2022|Categories: Financial Market|Comments Off on Why “buying the dip” is not a foolproof investing strategy

Securing A Future

If you don't keep up with financial news, you may have missed this story about a new bill The House has recently passed. It's called Secure 2.0, and, as the name implies, the goal is to help secure a better retirement for US citizens. As luck would have it, the [...]

By |May 31st, 2022|Categories: Retirement Income Planning|Comments Off on Securing A Future

What’s Your Number? 65… 66… 67… 68

No, we’re not counting sheep or bottles of beer on the wall today. We’re talking about retirement age! Most Americans, according to CNBC, are hoping to retire by the age of 62. Wishful thinking? Maybe. 62 is also the age at which people can first claim Social Security retirement benefits, [...]

By |May 24th, 2022|Categories: Retirement Income Planning|Comments Off on What’s Your Number? 65… 66… 67… 68

Pigeons, Monte Hall, and the Cost of Bias

It’s pretty obvious that birds have much smaller brains than humans. In fact, calling someone a birdbrain is considered an insult. Yet, research has shown that even though birds lack the analytical abilities of humans, they are superior to people in certain kinds of decision making. The evidence is in [...]

By |May 17th, 2022|Categories: Investment Management|Comments Off on Pigeons, Monte Hall, and the Cost of Bias

When Gauging Progress Towards Retirement, Avoid Fixating on a Single Number

We’re used to assessing our wellbeing through metrics. Newborns are immediately given a numbered assessment for things like skin tone, breathing, and reflexes. School children regularly take standardized tests to determine their grade level in reading and math. High schoolers focus on their GPA and SAT scores. And as adults [...]

By |May 10th, 2022|Categories: Retirement Income Planning|Comments Off on When Gauging Progress Towards Retirement, Avoid Fixating on a Single Number

Good Days Follow Bad Days

If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, often several times a day. One minute they’re on top of the world. The next minute they’re sitting in a [...]

By |May 3rd, 2022|Categories: Financial Market|Comments Off on Good Days Follow Bad Days

Retirement Investing: When Boring is Good

If a friend describes the latest spy novel as “about as interesting as watching paint dry,” or a review says the plot of an award-winning film “is like watching grass grow”—you take that information as a warning. The book and the movie are boring. And the last thing you want [...]

By |April 26th, 2022|Categories: Investment Management, Retirement Income Planning|Comments Off on Retirement Investing: When Boring is Good

6 Tips for Happy Retirees

When most people think about retirement, they tend to think of it in terms of numbers. “How much money do I need to retire?” “How are my investments doing?” “Are all of my income sources going to cover my expenses?” “Will I run out of money?” And yes, the tangible [...]

By |April 19th, 2022|Categories: Retirement Income Planning|Comments Off on 6 Tips for Happy Retirees

When to View Charts and Graphs with Healthy Skepticism

Pictures help us make sense of data. For example, when paleontologists unearth a single tooth, they can tell a lot about the animal it came from, including whether or not it’s a new species. When they publish their findings for their peers, they will include pages and pages of data. [...]

By |April 12th, 2022|Categories: Financial Market|Comments Off on When to View Charts and Graphs with Healthy Skepticism
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