Blogs
Read articles on our thoughts on different aspects of the market, the economy, or certain investment strategies, which help us convey issues and answers that should be top-of-the-mind for all investors.
So You Think You’re An Investor?
June 2021
"You can’t invest without trading; you can trade without investing.” - Jason Zweig
Between the enthusiasm for meme stocks, cryptocurrencies (including ones that were literally started as a joke), and blank-check companies (aka, Special Purposes Acquisition Companies), I have been pondering if people really understand what they are doing. Don’t get me wrong, I have no inherent problem with speculative investments; I just...
Why Discuss Money with Your Partner?
June 2021
Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the same financial values. Having conversations about money and dealing with money issues versus avoiding them is an essential step in meeting the financial goals that you have as a couple....
Are Early Retirement and Pension Buyout Offers a Good Deal for You?
June 2021
In today’s economy, offers of an early retirement buyout for a current employee or a pension buyout directed at a former employee are becoming common as companies look for ways to cut costs. Many large employers are offering employees who are not yet at retirement age the option to take an early retirement buyout. For companies that...
A Holistic Approach to Your Retirement
June 2021
Retirement and financial planning should take on a holistic approach. There are two parts involved, preparing for retirement, and being in retirement stages. Both stages are equally important in your approach to how you view your mind, body, and your money as it will set the stage for pursuing goals and enjoying retirement. Living a good life...
Estate Planning Documents and the Loving Letter
May 2021
"Don’t let it end like this. Tell them I said something…” - Pancho Villa’s last words
Periodically we like to reissue a newsletter that discusses an important and/or timeless topic. Estate planning is one of those topics that needs to be reiterated for the simple reason that we human beings tend to forget or (purposefully?) ignore to plan for the inevitable. Further, last month we discussed estate planning on Two Minute Tuesdays...
What Should Grandparents Know About 529 Savings Accounts?
Grandparents can often find themselves in a better financial position to save for their grandchildren's education than their own children are. The parents of prospective students may still be contending with competing priorities like their own student loans, high-interest credit card debt, or a hefty mortgage. One way to help save for a...