All Posts

• 2023 Retirement Plan Updates from IRS
• 2023 Social Security COLA (Cost of Living Adjustment) Increase Announced!
• Inflation, The Federal Reserve, Interest Rates, and the Markets
• ESG – The THREE Components – Environmental, Social, and Governance
• Series I Bonds…Paying 9.62%
• The Market Conundrum 2.0
• Inflation…It’s Hot!!!
• Russia, Ukraine (and the Markets)
• Tax Forms-1099 Notice
• New Year’s Hangover
• End of the Year Financial Moves
• The Market Conundrum
• 2022 Retirement Plan Updates from IRS
• Restylement
• Market Induced Anxiety
• The Importance of Financial Independence
• Ethical Investing Now a $1 Trillion Business
• Environmental Issues With Bitcoin?
• Inflation, Valuation and Taxation, OH MY!!!!
• Impactful Investing with ESG (Environmental, Social, Governance)
• Prepare for Liftoff (and Turbulence)
• 2021 Portfolio Reporter
• The Tortoise and the Hare: A Study in Volatility
• Thoughts on the Market
• Three Smart Ways to Give to Charity
• My Two Passions
• Special Edition: What I’ve Learned So Far…about Myself…in Two Months of Isolation
• Key Provisions of the CARES Act
• We Are Our Very Best When We Are the Underdogs
• Coronavirus and the Markets 2.0
• Five Thousand Shades of Gray-Thoughts on ESG Investing
• Even Warren Buffett Gives Some Questionable Advice!!
• The Climate And The Markets Are Misaligned
• Spring Has Sprung
• Feeling a Bit Unraveled? – The New Year Provides an Opportunity to Button Things Up
• Fasten Your Seat Belt, Please
• The Feelings of Risk
• Market Struck by Hurricane This Week!
• Required Minimum Distributions
• My Brush With Life’s Harsh Realities
• Restylement As A Way to Serve You
• The Market Still Hates Uncertainty
• NOW IS NOT THE TIME TO BE GREEDY
• What You Will Really Spend in Retirement
• Restylement, So Far
• Adjusting Your Portfolio as You Age
• UMBC, Black Swans, and your Financial Health
• Tony Romo Has the Right Attitude for Restylement!
• Remembering Fess Parker
• Hallelujah! What a Second Act Leonard Cohen Wrote!
• Don’t Put Your Date at Risk! –Understanding your Risk to Retirement Date
• Follow-up is Trump’s “Art of the Deal”
• July 2016 Portfolio Reporter: Earnings Are the Fundamental Driver
• Active versus Passive……versus Common Sense!
• The Hunt for More Time — Do You Really Want it All?
• FLOW: Volume 8 – Weeding Out Weak Investments
• FLOW: Volume 7 — One Month In; A Smaller Barrel
• FLOW: Volume 6 – Tracking the Portfolio’s Progression
• FLOW: Volume 5 – Understanding Price Movement
• FLOW: Volume 4 – Building a Strong, Sustainable Portfolio
• Is Climbing the “Wall of Worry” Still an Option?
• FLOW: Volume 3 – Taking the Financial Plunge into High Dividend Funds
• FLOW: Volume 2 – Exploring the Real Estate Investment World
• FLOW: Volume 1 – Investing Commercially
• Creating a Life Worth Living – How Restyling Your Goals Can Lead to a Fulfilling Future
• Inflation, CPI and the Big Mac: Taking a Bite of Reality
• Can You Chase a Winner in Investing?
• The Path to Prosperity: How Defeat and Struggle Can Help Restyle Your Life
• How Impact Investing is changing the Financial Advising Industry
• Snowed Under! Getting a Head Start on Planning for Retirement
• Retirement is Your Responsibility
• Impact Investing Does Not Mean Losing Money
• Forget Cyber Monday! Stop Spending and Start Saving to Prepare for a Life of Restylement – Part 2
• Forget the Turkey! Begin Carving out Expenses to Prepare for a Life of Restylement – Part 1
• When the Debt Ceiling Raises, a Social Security Door Closes
• Investing in Opportunities – The Key to Identifying Ideal Outcomes
• Why a Target Date Fund may be all wrong for you
• No Jack Welch, No GE?
• Lived, Accumulated and Retired – A Wise Approach to Preserving Your Wealth
• What Did You Do in the Last Stock Market Downturn?
• Why investor should never listen to a pundit
• Plan Now, Savor Late – How Preparing For Retirement Early Can Help You Achieve Your Goals
• Money and the Fallacy of Peace of Mind
• Cash – The Donald Trump of Retirement Investing
• How Smart People Lose Money… Understanding Risk Management to Save Your Investments
• Reinventing Your Monetary Mindset One Dollar at a Time
• The Quest for a Favorable 401k – Understanding Your Options for Smarter Investments
• SALE!!!!!!
• Measuring the Rate of Success through a Disciplined Investing Approach
• Goldilocks Redux
• I hold these truths to be self evident
• Wake Up …and Smell the Coffee!!!
• Risk-What it’s all about!
• The Really, Really Big news!
• Interest rates, Oil Prices, and other thoughts
• The Accuracy in Projecting Stock Market Growth For 2015
• Understanding Risk
• The “forecast” for 2015
• Musings on Recent Market Volatility
• Snake oil or diversification? Maybe some of both?
• Run Your Own Race
• Please, can we cut the crash talk from our lives!!!
• What Is Our Level of Confidence that We Will Reach Our Financial Goals
• Making proper use of your advisor
• Are we financially Secure for Retirement?
• Shopping for a Health Savings Account
• Safe Withdrawal Rates in Retirement
• Give up this freedom grudgingly!!
• Your Financial Plan is Outdated the Next Day
• 57 Channels and Nothing on – Choosing the Right investment
• Battling Human behavior and investing in 401k
• Sorting through the Noise (Again!)
• What’s Your Financial Philosophy?
• Colorado’s State of Retirement
• Self employed lack of retirement preparedness
• Do I Have Enough to Retire?
• No Known Heartbleed Problems
• Retirement Ready: Creating a Financial Planning Philosophy
• Borrowing Funds from Your 401k to Buy a House
• The pause that refreshes? Or Much Ado about Nothing?
• Distant Storm Clouds??
• No trading errors this year, but…..
• There is still no free lunch!
• A Bumpy Start
• Drats!!! More good news!!
• The Market Melt Up???
• Keep your eye on the ball!
• The sad case of postdictors (as opposed to predictors)
• How we pick funds for your portfolio
• Choosing Investments
• Building a Sturdy Portfolio
• What to do about Income Inequality
• Another Dose of Reality
• The Market Overreacts – As always!
• What goes down must go up!!!
• Why you should be skeptical of being “sold” a new Closed End Fund
• Don’t Celebrate the New Market High!
• Do Investors Understand Risks and Rewards?
• A Fine Whine
• Musings for a New Year
• A look ahead to 2013
• Election Distortion
• Give Bill Gross an F in Financial Physics!
• Is this year going according to form?
• What Makes Today Different (or is it really different?)
• Politics, Reality, and the Markets
• ABCNews Articles
• Goodbye to a rough year!
• A Moment For Thanks
• Whining About Uncertainty
• Time to chill a bit?
• The one question you need to ask your investment manager
• Our Third Rule of Investing
• Investing is not the place for emotional attachments
• Viva VRI!!!