This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…
Is the Bull market over? Are rising interest rates going to hurt bonds? Will inflation continue to rise? Why is…
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…
We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail…
Free Advice is Worth Every Penny. A weathered sign hangs in our local mechanic’s garage: We offer three kinds of…
Staying the Course Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money…
Many people are ready to make the transition to retirement. They envision living a less stressful, carefree lifestyle. Where they…
How much can retirees withdraw from their nest egg each year? This is a question that many thought was answered…
Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your…
U.S. stocks are cresting to all-time highs, almost daily. These are the times when investors look forward to opening their…