I-Bonds are paying 9.62% interest through October 2022. Should you add them to your portfolio?
I-Bonds
read more
Investments
Investing Is Risky, Have a Plan
Investing is risky, have a financial plan that matches your portfolio to your goals. Think in terms of cash flow.
Financial Planning During a Market Correction
Market volatility comes and goes. When it’s here, use it take improve your retirement plan. Read more for tips to do today.
What Should You Do About Inflation and Volatility?
Volatility is a feature of investing, not a bug. Have an investment plan that works for you, and trust a fiduciary financial planner in the process. Read more on matching your investments to your retirement plan.
The Market Drop: December 2021
It’s been a smooth ride in 2021. But December saw a bit of a drop in the market. Keep it context of the the S&P 500 corrections and bear markets since 1945.
Should I Hold any Chinese Assets in My Portfolio?
Owning the worlds investable assets is central to the idea of diversification. And you want to be diversified when investing for retirement. Read more to see if Chinese stocks can help.
Should I Invest in ETFs or Mutual Funds?
Both mutual funds and exchange traded funds can provide low cost diversified investment exposure. Both ETFS and mutual funds can work in your retirement and investments plans. See how.
Q3 2021: Rethinking the 60/40 Portfolio
60% stocks, 40% bonds. It’s the everyone’s portfolio. When considering your personal retirement and investment, it might not be such a great pick. Read why.
Sequence of Returns Risk
Should you prefer your retirement start with good returns or bad returns? Yes. Does it matter? A lot. The sequence of your investment returns in retirement and make or break retirement plans! Read more.
When Market Volatility Strikes
Volatility is part of investing. How you behave when it strikes can make or break retirement, investment, and financial plans. Be prepared for the next market drop.
An Abrupt Stop To Bliss: March 2018
2018 started out with a bang, and not a good one. The market has dropped! This is normal. And like flying in an airplane, most to the time it’s calm, but with period of turbulence.
What Exactly Is Bitcoin, and How Does It Work?
Cryptocurrency and Bitcoin continue to be important investment topics. From retirement planners to young professionals, they question is: Should I own this in my investment plan?
Value Investing Is All About Bargain Hunting
We all love a good deal, but does the market offer up the same kind of deals as a department store? Some that follow value investing as a philosophy to implement their investment plans say yes.
Financial Planning Is Forecasting
We cannot predict the future. That is true. Yet, when creating financial and retirement plans we have to create a forecast of the future. Read more on how to use reasonable assumptions for your financial and retirement plans.
Options Are Great, But Too Many Can Be Debilitating
Building a retirement income portfolio comes with hundreds of options, from asset class selection, to picking the actual investments.
Use Saving and Compound Interest to Build Wealth. No, Really.
Saving and investing work together to grow your wealth, set you on the path for financial independence, and super-size your retirement plans.
Growth Versus Value: Dueling Investment Styles
There is growth investing and then there is value investing. Some say you are one or the other, but the actually work nicely in a portfolio together.
Investing Positively
There are always reasons to sell. But being an optimist and thinking positively can keep you focused on the long-term and invested. In other words, the optimist earns the returns.