Why Are One-Year Market Forecasts Often Off-Target?
May 10, 2019 - As a financial advisor, I’m often asked what I think the market will “do” in the year ahead.
Family Wealth
Realistic Retirement Planning Series: Paying for Retirement
April 26, 2019—In our last two articles, we discussed two retirement planning variables: your spending, and your years in retirement. The third piece is calculating your retirement income.
Realistic Retirement Planning Series: Counting the Years
April 12, 2019—As we discussed in my last article, there are three crucial calculations informing your retirement planning: spending, income, and years in retirement. Today, let’s talk about that last one. While you may dream of a long, golden retirement, there are a couple obvious considerations that go with your happily-ever-after ideal. Obviously …
Realistic Retirement Planning: Avoiding the 80% Rule
March 29, 2019—If only we didn’t want to spend any money in retirement, planning would be easy. Instead, spending is one of the most critical calculations involved in retirement planning and maybe the most challenging.
Tricky Tax Tactics for 2019
March 15, 2019 - So, let’s agree, we should have seen it coming. I even warned everyone in a past blog post:
Rebalancing Your Investment Portfolio to Stay on Track
February 15, 2019 - Two columns ago, I embarked on a series of rational investment strategies for volatile markets. So far, I’ve talked about disciplined and sensible investing. Today, let’s talk about keeping your investments on track over time. Fortunately, there’s a disciplined process for doing just that. It’s called rebalancing.
Patient Resolve
March 1, 2019 - Lately, I’ve been covering the essentials of rational investing during volatile markets. We’ve now tackled being disciplined, sensible, and vigilant with your investments. Today, let’s talk about being patient.
Sensible Investing
February 1—Did you know, this week will usher in the Chinese New Year – the Year of the Pig? If you believe in horoscopes, it is “a year of fortune and luck.”
Volatile Market Pep Talk: Discipline Can Set You Free
January 18, 2019—As I draft this piece, the markets have been throwing a lot of knuckleballs. If only we weren’t human, investing would be easy, even when the pitches go wild. Staying in the game really only requires a few sustainable skills: disciplined saving, sensible investing, objective oversight, and patient resolve.
