Portfolios Care About Asset Allocation, Not Your Emotions.
While the cause of volatility changes, a constant remains - portfolios don't care about your feelings.
Ready Homebuyers? The Fed’s New “No Urgency” Mantra Is A Gift.
If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.
At or Near Retirement? Time to Say Bucket!
Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
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?
Inflation: Increase assets, borrow, and lock in debits.
Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.
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.
Revisiting - Dividends: Evolve Beyond Yield
Revisiting the conundrum for income investors in today’s low-interest rate environment.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.
Be Proactive and Less Reactive
Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
Why Dividend Growth Matters
Can a low dividend yield be more favorable over the long-term?
Dividends: Evolve Beyond Yield
Temptation of high-yield dividend stocks can lead to denials like “As long as I get my dividends, I don’t care about share price”. You should and here’s why.