Why We Don’t Recommend Individual Stocks
Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand
Types of Financial Planning Companies
This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial
How Will the 2020 Election Affect the Stock Market?
Does the 2020 election have you thinking about your money? Every four years America goes through a Presidential election. Every four
Playing with a Yo – Yo on the Stairs
Financial planners love analogies. If we can find a mental image to explain a concept, you better believe we’re going
Investment Accounts and Taxes
Taxes are a fact of life, and investment accounts that are not an IRA or a Roth IRA can have…
Market Volatility Survival Guide
Market volatility,while never fun, is a fact of life. Over the years, we’ve written about market volatility now and then,…
Socks and Stocks: Why Market Volatility Can Be Your Friend
“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” – Warren…
Steady As She Goes – Stock Market History
What a lousy week for the stock market. In case you were lucky enough to miss it, on Friday, the
Evaluate Your Portfolio While Markets Are Good
On August 14, 2015, in his “Intelligent Investor” column for the Wall Street Journal, Jason Zweig wrote about the need
What do We Know Now That We Didn’t Know Then?
This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for