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…
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The 4 Most Popular Podcasts of 2018, Ep #74
We started our podcast in early 2016, with the hope of shining a light on opportunities being missed and mistakes to avoid. Three years later, we still love tackling your questions of how you can make small tweaks to…
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…
5 Top Reads for Working Moms, Ep #73
Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both parents to work. Women in the workforce is a family…
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…
7 Tax Reform Opportunities and How to Spot Them, Ep #72
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes, Will Holt joins us again to guide you through seven…
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…
How to Ignore the Stock Market Noise, Ep #71
If you’ve paid any attention to financial news recently, then you know October had the worst monthly stock market decline since 2011. You didn’t have to look far, as stock market noise was at a crescendo. Media headlines were filled…
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…
