Investing
11 Jul 2017 Observing Investor Biases
Posted
They call it Behavioral Finance. I call it common sense led astray by experience or lack thereof....
06 Jul 2017 Investing in the Rear-View Mirror
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These days it’s easy to find out what mutual fund or index fund is doing good, performance wise. Providers like Morningstar and Lipper produce ratings for free, or at a nominal cost for more detailed information if you are an investor or potential investor....
10 Apr 2017 Correction is Coming?
Posted
The correction is coming, the correction is coming. Do I sound like Paul Revere announcing the British? Well, yes, that’s my intention. Now I wrote this same introduction three years ago. Not much has changed. I am saying the same thing:...
14 Mar 2017 Time to Give It Away
Posted
Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...
14 Mar 2017 The No-Drama Approach to Personal Finance
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Our daily lives are constantly bombarded with drama, courtesy of the media. Drama, in headlines, stories and videos, gets attention and helps content creators get their message across in a cluttered media landscape. As a financial blogger, I confess that I’ve attempted to do that, too,...
26 Jan 2017 Dow Hits 20,000: Now What?
Posted
Hey folks, it’s just a number. It has very little to do with your long-term investment plan. After all, it’s only 30 stocks that are mostly not industrial anymore. The media likes drama. In fact, other parts of our society like drama too. The purpose...
11 Nov 2016 Overcoming Obstacles to Achieving Financial Goals
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We are in the goal business. Helping people define, refine and achieve their financial goals. What does it take to achieve and surpass financial goals?...
30 Sep 2016 Money Market Accounts Could Drag Down Your Retirement Savings
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After the stock market meltdown of 2007 and 2008, many Americans grew wary of investing and moved more of their savings into money market deposit accounts. These have less volatility than stocks and a higher return rate than traditional savings accounts. In fact, the total amount...
