If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals. What’s the difference? “I’m going to be healthier” … Continue Reading →
According to AARP, American baby boomers expected to take 4-5 trips during 2019 (https://www.aarp.org/research/topics/life/info-2018/2019-travel-trends.html). In our experience, some newly retired clients can even exceed that pace once they’re no longer … Continue Reading →
Why work when you can travel, play, sleep in, and … Umm … Sleep some more? That’s both the promise and the dilemma of the popular Financial Independence Retire Early … Continue Reading →
Parents know that children hear, see, and pick up on everything that is going on with the adults in their lives. And when you were a child, you were no … Continue Reading →
A hamster in a wheel. Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day after day … But the poor … Continue Reading →
It might sound a little crazy but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” … Continue Reading →
Does investing strike “fear” in you? We once heard somebody say the word “fear” stands for “False Evidence Appearing Real.” That seems to apply to investing. Here’s why. The stock … Continue Reading →
Big red arrows, panicking news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is. If you’re having … Continue Reading →
Given the recent high levels of volatility that we have experienced in the markets, Dimensional have issued a short briefing paper dealing with this issue. Although this does not necessarily … Continue Reading →
Click below to see document: The Adviser_Jan-Feb 2018
