In these crazy times, we have lots to think about. With the Great Pandemic raging and unemployment soaring, some of us find ourselves thinking about mortality and about the fragility of good health. Experts tell us that more families are doing estate planning, buying life insurance, and pre-paying for funerals. As regular readers of this …
Beware These Common Investment Mistakes
Have I Missed the Pandemic Rally? This has been a crazy year. Markets fell about 34 percent in 33 days bottoming out on March 23, 2020, then rebounded to post the best 50 days in history. And as of July 1, the markets celebrated the end of the best 90 days of market performance since 1998. So, with all …
We Are Half Done with 2020 & What a Long Strange Trip It Has Been
That’s quite a year so far, with some of the most extreme ups and downs in market history. It’s enough to make you want to hide under the covers and not come out. Fear and dread after that list of events is entirely natural.
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Is it too late to buy stocks on sale?
Afraid you’ve missed out on the ‘sale’ stocks? This article will help you decide your next investment move.
How much cash should I have on hand in case of an emergency?
Do you know how much money you should have in case you lose your job? In this blog post I cover the answer and help you understand why pulling your money out in times of uncertainty is a strategy that will hurt you in the long run.
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14 retirement mistakes to avoid
As a professional retirement planner, I go through the process of retiring approximately 12 times a year with my clients. I see firsthand the process and hazards that families deal with as they shift from working for a living to living off their retirement. Here is a list of things to avoid as you consider …