Stay Connected and Focus on the Long Term to Withstand Coronavirus
One unique challenge of the coronavirus pandemic is that it’s a global crisis that has also affected each and every one of us in a very personal way. We’re all … Continue Reading →
News
When Setting New Year’s Resolutions Be Sure to Rethink Your Financial Goals
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 →
Three Non-Traditional Travel Options That Could Add Some Adventure to Your Retirement
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 →
Don’t Let Your Life Go Up in Flames When You’re on FIRE
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 →
Did You Inherit Your Beliefs About Money From Your Parents?
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 →
Is How You Use Your Money Aligned With Your Values?
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 →
Three Reasons Why You Should Work Even When You Don’t Need the Money
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 →
Three Overlooked Keys to Being a Successful Investor
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 →
Don’t Let a Declining Stock Market Get You Down
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 →
Recent Market Volatility
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 →
