Portfolios Care About Asset Allocation, Not Your Emotions.
While the cause of volatility changes, a constant remains - portfolios don't care about your feelings.
New Year, New You… Not True?
Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
Perfection is the Enemy of Good, Focus on Executing Improvements.
While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.
When Markets Give You Lemons, Make Roth Conversion
A year-end strategy to consider for turning lemons into lemonade is Roth Conversion.
You Can’t Always Get What You Want… But If You Try Sometimes
With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?
Book Travel Now - Time for Experience Spending
My PSA for those adhering to a financial plan: Book your travel now.
Inflation: Increase assets, borrow, and lock in debits.
Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.
Take this job and shove it!? Measure twice, cut once.
May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Rising Rates, Sinking Values: Are Bonds Dead?
Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.
2020 - The Worst Year Ever… Really?
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.