Afraid you’ve missed out on the ‘sale’ stocks? This article will help you decide your next investment move.
Independent Financial Planner
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.
How much cash should I have on hand in case of an emergency?Read More
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 …
Two reasons to make cash part of your financial portfolio
Regular readers of this space know that one of my favorite answers to financial planning questions is, “It depends.” And, of course, the answer to “How much cash is enough?” is “It depends.” Cash can be very helpful in a portfolio if: You hate volatility and wish your portfolio could have fewer sharp declines in …
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Recessions aren’t all bad. Here’s why.
On April 29, the Bureau of Economic Analysis released an advance estimate of U.S. economic growth in the first quarter of 2020. The estimate showed a decline of 4.8 percent for the quarter. Remember that this analysis is based on incomplete data and will be revised over time as more information is confirmed. And remember …
Read this before you open your financial statements
Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. Remember, I promise to always place your interests first. I am proactively monitoring and adjusting your investments any time I think it will …
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