You may or may not be aware that I write a quasi-financial column for The Suburban Press called Beyond the Money. In it, I have the opportunity to share thoughts on …
Three Stages of the Typical Retirement
It’s easy to think of retirement as one thing, one phase of life that we all aspire to experience. And why not? After all, retirement is such a stark contrast …
In Others’ Words…
How about a change of pace? It turns out that just about everyone has something to say about money. This week I bring you not my own words, but those …
Steve’s Quarterly Market Update
At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt: Q3 Market Update Third quarter continued …
The Beauty of Investing
Inspired by Warren Buffet’s ‘Crazy Farmer Analogy’ Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management I am constantly amazed at the vast array of opinions and approaches to investing. …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
Have You Seen The Market? Make Your Decision Now
I interrupt our regularly scheduled programming to bring you this market update. The DOW (Dow Jones Industrial Average) hit 23,000. That’s a huge event. Of course, the news outlets are …
The Aspect of Debt You May Not Have Considered
The past few Weekly articles have really caused me to think in new ways. If you’ll recall, I wrote about the complicated relationship between joy and stuff, and heard from …
What You Had To Offer The 20 Year-Olds
I asked and you responded. If you read last week’s article (click here), you know that I asked you to consider this: I’d like to hear what financial advice you’d …
Is The Party About Over In The Stock Market?
Since March of 2009, the stock market (‘The Dow’) has experienced a breathtaking rise from a value of roughly 6,500 up to over 22,000. This has lead many investors and …
