“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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Is the Bull market over? Are rising interest rates going to hurt bonds? Will inflation continue to rise? Why is the market so volatile? Many people are worrying. Maybe you are one of them and ask the same questions....
So you’re thinking about giving a family member some money to help with a down payment on a home. Or maybe you want to help contribute to a college fund for your grandkids. But you have heard about a...
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...
This blog is for couples: new couples, elderly couples, married couples, loving couples, divorcing couples, in all cases, partners as it relates to finance. Let’s start with the (unfortunate) fact. There is something inevitable in any relationship. The end. Relationships, as we know them, come to an end....
How did one of golf’s biggest events create a unique tax break allowing you to rent your home tax-free? Every April, the best golfers in the world gather in Augusta, Georgia, to play “The Masters” golf tournament. The tournament...
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...
Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting together is your financial well-being. When you are putting the first few puzzle pieces in place, it is challenging...
When to take Social Security receives much attention, for good reason. For the majority of Americans, it is the single largest resource for retirees. Adding complexity, evolving laws and strategies such as the file and suspend that have been...
We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail our financial plan, yet FOMO (fear of missing out) is trending now and deserves our attention. Did someone ever...