When you book a flight from Detroit to Kansas City, it’s well known that you’d best book the trip as early as possible to get the lowest fare. For if …
Busy, Busy, Busy
401(k), 403(b), 457, Roth IRA, Traditional IRA, Deferred Comp, SEP IRA, Simple IRA, HSA, Fixed Annuity, Fixed Indexed Annuity, Variable Annuity, Deferred Income Annuity, Mutual Fund, Exchange Traded Fund, Index …
Trade War – Game Of Chicken
Who will swerve first? What if nobody chooses to swerve? Is a direct collision possible? The US and China are going head-to-head in a trade war right now. Each side …
Back To The Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …
Looking Back to 2018 to Set the Tone for the Remainder of 2019 and Beyond
After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down -7.13%. Less risky bonds, as represented by …
70/100 Vision
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life …
Predicting the Future of the Market
Every so often I’ll read an article sent to me that says something to the effect of, “The stock market is poised for a HUGE loss, according to someone really …
Bitcoin…and New Cars
Do you remember Bitcoin? I wrote about it in this newsletter back in December of 2017 when the price of a single Bitcoin was over $19,800. And while you’re free …
Financial Symmetry and Weight Loss
When I decided to study business in college, I did so not really knowing what it meant to actually ‘study business’. Like most people, I had a vague sense that …
Cash: The Glue That Holds It All Together
Have you ever gazed upon an heirloom-quality piece of furniture, a new gourmet kitchen, or a stunning sports car and thought to yourself, “The glue-work is simply exquisite.” Probably not. …