Presidents, Politics and Your Portfolio: Thinking Beyond Stage One
It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. In “Why Our Social Feeds are Full of Politics,” Canadian digital marketing executive Tara Hunt observes, “American politics, it seems, makes for high-intensity emotions far and wide.” The intensity will probably only increase as the November 8 […]
Before You Retire, Make a Leisure Plan with Purpose
We all know the importance of getting your finances in order and creating a financial plan when you are on the brink of retirement. However, creating a “leisure plan” can be just as important to a successful retirement. This recent USA Today article discusses the significance of planning how you may want to spend your […]
Another Surprise – Yet Again!
The recent vote in Britain to exit the European Union is yet another reminder of how markets often react negatively to surprises. We cannot help but ask ourselves, “Is it different this time? Maybe this is the event that upends markets as we know them, and I would be stupid not to react!” As it […]
Brexit Votes and Market Outcomes
Believe me, we get it. After yesterday’s Brexit referendum and its startling outcome, it’s hard to view today’s news without feeling your stomach twist over what in the world is going on. Whenever the markets scream bloody murder, your instincts deliver a sense of unrest ranging from discontent to desperation. Financial author Larry Swedroe has […]
How to Get the Right Financial Adviser
Selecting the right financial adviser is crucial. You want someone who is trustworthy and who will act in your best interest, but they are not as easy to find as you would think. A recent article in the Wall Street Journal provides tips on finding an adviser who is the right match for you. The author of […]
Lockheed Martin MST Voluntary Layoff Program
Lockheed Martin MST recently announced the upcoming Voluntary Layoff Program with the goal of reducing the divisional workforce by 1,500 employees. If you are considering retirement and are eligible for the Voluntary Layoff Program, it may make sense to deeply consider the options. As with all retirement and transition decisions, there are two main components: […]
Would You Rather Visit an Estate Attorney or a Dentist?
I will make the argument here: Most people would rather go to the dentist than get their estate documents (Living Will, Power of Attorney and Health Care Proxy) in order. Why? The dentist appointment usually only lasts an hour and does not require any preparation or thought in advance. In contrast, the estate planning process […]
Investing and Action Movies
When we go to a good action flick, we enjoy the suspense and surprises, but no one wants that experience when investing. James Bond and Mission Impossible would not be box office hits without some interesting plot twists, and an occasional victory by the villain, and yet the end result is usually something we expect […]
The Devil’s Financial Dictionary
There is an endless amount of terminology that surrounds the finance and investment industries. It can certainly be confusing to the average investor, and may be responsible for some uncertainty when it comes to how to invest and which advisor to trust. The Devil’s Financial Dictionary is a book that has recently been released by […]
Three Ways to Curb Holiday Spending
The holidays are right around the corner, and it’s time to start thinking about gift shopping, parties, and all the other spending that goes along with them. It’s nothing new that the holidays are expensive. However, it is important to set a budget and avoid overspending during this time of year. This Reuters article discusses […]
