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Monday, May 20, 2019

Consider all the details in developing your retirement plan. I have written some ideas that will be helpful when thinking about putting a plan together. Consider All The Details in Developing a Retirement Plan.

Sunday, September 20, 2015

Income growth is the key to successfully managing an income stream that meets your daily needs. Too much emphasis on a static asset allocation that ignores income allocation is bound to fail. Traditional asset allocation promoted by...

Sunday, September 6, 2015

Don’t get the wrong idea that recent volatility in all markets means you should be doing nothing to deal with your investments. Certainly volatility is indicating fear about the current outlook for equities. Bonds don’t...

Sunday, September 6, 2015

Single women are unlikely to close the ‘retirement gap’ even with a lifetime of employer contributions, meaning many will not enjoy a comfortable retirement. Women still struggle to fund their retirement. Millennials...

Monday, March 30, 2015

INVESTMENT PERFORMANCE “The operation was a success but the patient died”. We don’t like the usual answer about investment per performance which is to use an index (like the S&P 500) as a benchmark to see how well or...

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Monday, March 23, 2015

Buying LO means not buying HI but it also carries with it the expectation that low priced stocks will rise in value. It may also be that a stock that has already risen may rise further in value. In both cases we are reminded of our...