“Success seems to be largely a matter of hanging on, after others let go.” – William Feather Winners don’t quit the stock market. Period. Investors always win over the long term. It’s quite easy to see in the chart,...
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No one ever sets out to invest money and have it end up as a loss, but over time, most investors will end up with some winners and some losers. A strategy called tax-loss harvesting is a way to...
Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s the weather, or to be closer to family and friends, and for others, the pandemic is re-shaping where they...
Pandemic Relief Acts There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus Preparedness and Response Supplemental Appropriations Act Families First Coronavirus Response Act CARES Act PPP and Healthcare Enhancement Act Consolidated...
The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw out its first pitch four months late, after a long delay of finding a roadmap to return safely with...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule,...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is...
Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their financial plan. In addition to your financial needs, it’s...
Do You Want to Gamble with Your Nest Egg? If you ever visit Las Vegas, you may hear the legend of the Man in the Green Bathrobe. While it’s probably just local lore, it makes critical points about retirement...
Free Advice is Worth Every Penny. A weathered sign hangs in our local mechanic’s garage: We offer three kinds of service – GOOD, CHEAP, FAST. You can pick any two: GOOD service CHEAP won’t be FAST GOOD service FAST...