Some observations about the post-pandemic economy:
- According to Inflationdata.com, the current US inflation is about 5.39%. It was about 2% pre-pandemic.
The S&P 500 Index has doubled in a span of less than 18 months. From March 23, 2020 to September 2, 2021, the index went from 2237 at the bottom of the Corona
How do we manage risk.
In the last segment I defined the main retirement risk as the chance of outliving our money. Managing risk essentially becomes having
In the last piece, I described the origins and usefulness of a diversified retirement portfolio, and particularly the 60/40 stock/bond portfolio. The issue then
On a recent Saturday morning I was listening to the money talky guys on the radio. This particular one, an indexed annuity salesman, referred to fee-only
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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