I hope you’re safe and healthy this morning, as we near the close of one of the most unique weeks in memory. Today, we’re continuing our conversation about the impact …
Countdown Series #1 – The Journey
What is five years anyway? When I started to write the Weekly, I had no idea how it would end; I could barely figure out how it would begin. The …
Which Dominos Have Fallen?
“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet Happy St. Patrick’s day! Here’s hoping for some luck …
Practical Actions We’re Taking
Greetings. In light of this unprecedented era of disease prevention, we’re all learning the rules of the game together. The closing of restaurants and schools, as well as the shutting …
This Feels Different
Intellectually, you know that what’s happening will soon pass. Emotionally, you’re anxious and maybe even downright afraid. Me too. The stock market is being pummeled. As I write this, the …
Countdown Series #2 – Thinking Back, What Is Your First Memory Of…?
In our Countdown Series, we’ve covered some of the topics that I find most interesting and important when considering how to plan a successful retirement and a lasting legacy. We …
Tasty Treat
Tastes change as we get old(er). I remember as a kid, my grandma would serve us vanilla ice cream with malted milk powder sprinkled on top as dessert. You’d get …
Returns Risk Returns
Retirement can be an amazing time in a person’s life (or so I’m told). Waking up each day with the opportunity to live out your agenda rather than someone else’s …
Patience is a…Virtue?
Given the natural break that a new decade provides, we’ve been looking back over the last ten years to see where we’ve come from and where we may be headed …
Congress Just Passed the SECURE Act – A Pretty Big Deal For IRA Owners
Happy New Year! Well, 2020 has started off with a bang if you’re the owner of an IRA. On December 19th, Congress passed a spending bill that includes seismic changes …