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]

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]

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]

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]

Worst Day of the Year Make You Queasy?

Today the Dow dropped 800 points, the worst day for the year. But headlines failed to point out, again, that bonds made a killing. In fact, over the last eight trading days, long-term government bonds have gained almost four times as much as stocks have lost. Did you see that headline anywhere? [More]

Financial News Misleads Again

When the stock market fell yesterday, the financial news blared about falling rates and trouble in bonds. Yet it was a spectacular day for bonds! [More]