fbpx

Investment

Building Wealth With Real Estate: A Look Back

There’s nothing like cleaning out your attic or a storage unit to offer a chance to reflect on your life. I’m currently “enjoying” this opportunity as I dig through boxes holding decades of accumulation. It takes a lot longer if you stop and ponder on the contents of...

From College Fund to Retirement Nest Egg – Tax Free

When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital. I dutifully funded those accounts monthly for years, until they accumulated enough to fund...

Keep Your Politics Out of Your Portfolio

Financial Planning magazine posed the following question to 320 financial advisors: ”How will the U.S. election outcome influence retirement planning, and what steps are you currently taking?” The responses revealed that a stunning nine out of 10 advisors anticipated...

Is Bitcoin An Investment? New EFTs Do Not Make It Less Risky

If you’re looking for a heart-pounding rollercoaster ride into the uncharted territory of financial wild things, forget boring old S&P 500 returns. Look no further than the shiny new Bitcoin ETFs hitting the market. Or not. You may have seen ads for the...

The Risk of Anchoring Investment Expectations to a Market High

Imagine that you have placed your retirement funds in a diversified portfolio which includes a portion in the stock market. A year after your initial investment, the news is buzzing with stories about record-breaking market highs. Seeing the value of your portfolio...

Can You, Too, Become an Investing Genius?

“I guarantee to make you an investment genius in six months. Send me $199, and I will reveal my secret.” Of course, I am not serious. Please don’t send me money. Please don’t send any, either, to other self-proclaimed “experts” who are serious about scamming you with...