The financial weather seems to be turning nasty and market storms are on the horizon. Inflation is blazing and the Federal Reserve is expected to raise interest rates. In January the ETF SPY (S&P 500 index) lost 9.2%, but then regained some back. Can anything be done to protect your portfolio? Well, yes, but perhaps… [Continue]
March 16, 2021 By
Two Critical Investment Lessons from 2020
Lesson 1 from 2020: The Power of Diversification The first investment lesson from 2020 is diversification. Everyone knows that it is important to diversify in order to stabilize your portfolio. In more technical speak, this means holding some assets that tend to zig when other holdings zag To accomplish this, many investors hold long-term bonds.… [Continue]
May 28, 2020 By
Poo Flinging Monkeys And Investment Advice
One of the more frequent questions we get in times like this is “What do you think the markets will do?” I don’t know over the short term — seriously, not a clue. But for those seeking clarity, there’s no shortage of poo flinging monkeys who will answer that question. Just turn on the financial… [Continue]
April 1, 2020 By
The CARES Act Individual Provisions
A summary of the most important provisions of the CARES act for individuals, including recovery rebates, retirement accounts, unemployment benefits, etc. [More]
March 22, 2020 By
Staying Sane in This Crazy Investment Time
The coronavirus is a pandemic and the market is in panic. This video describes ways of staying sane in this crazy investment time. After watching the video, you can dive into our three part article on creating resilient income from your portfolio. Tolerating Volatility. Time Eats Volatility. Retirement Example. The bottom line is we need… [Continue]
