by admin | Aug 31, 2020 | Archives, Capstone
By Ted Schwartz, CFP® Well, after 25 years in the investment biz, I thought I would try to distill some of what I have learned so far (for myself and for you). Some has been learned the hard way through trial and error and some has been learned from the help of others...
by admin | May 9, 2019 | Archives
By Ted Schwartz, CFP In 2013, according to the online database Investopedia, Warren Buffett told investors that his wife’s trustee had simple instructions for investing her inheritance. The instructions were to invest 90% of her money in a low cost S&P 500 Index*...
by admin | Apr 15, 2019 | Archives
By Ted Schwartz, CFP® Last year was one of the warmest years on record, but almost all investment markets were ice cold. Unless you only held cash last year, it was a painful time for your portfolio. By last Christmas things looked as grim as they could be and there...
by admin | Mar 29, 2019 | Archives
While ongoing home maintenance is a must, the change of the season provides a good opportunity for some extra special attention to your home. Make a list and pick a weekend to check off all of the items. For a starting point here are some areas to focus on in the...
by admin | Jan 2, 2019 | Archives
By Ted Schwartz, CFP® Chances are, you have been a passenger on a plane that experienced some turbulence. Most likely, your pilot asked you to return to your seat and to fasten your seat belt. Your pilot may have tried a mid-course change, flying at a different...
