Stop the Show!

How flexible is your retirement income strategy?  When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.”  She sent Jerry a check for $10 every year on his birthday which…

Crystal Balls and CAPE

When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As noted in ‘Why have US stocks performed so well?’ and…

Investing, Not Gambling

As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show.  The recent market volatility has me thinking about Kramer’s battle with gambling addiction.  The attached clip shows Kramer’s exaggerated reactions to his…

Are Your Finances Holiday-Ready?

Are Your Finances Holiday-Ready?

The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives.  In November your focus is likely to be on turkeys, friends, family, and pie. …

5 Spooky Financial Stories, Ep #70

October is here so gather around the campfire. With Halloween round the corner, we are highlighting a few spooky financial stories that have scary circumstances. The type of fearful feelings that typically bleed in to stock markets this time of…

Top 5 Reasons to Complete the FAFSA

Do you have a child going to college next year?  Have you filled out the FASFA yet? Many people feel they earn too much money to qualify for financial aid so they don’t complete the FASFA.  That could be a…