Top 5 Blog Posts from 2018

The end of the year is quickly approaching, so we thought it would be fun to close out the year with our top 5 blog posts from 2018! Here’s our 5 most read posts from this past year, with an…

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…