The One Page Financial Plan Book Review
Planning and investing just aren’t simple. But they can be. That’s just part of the message from Carl Richards new book, The One Page Financial Plan. This is the second book I’ve read from Mr. Richards, the first being The... Read More →
Hoarding Cash Like Apple?
Are you sitting on a pile of cash? Does cash make you feel better or safer? For some of you it might make you sleep better at night to have a pile of cash that you could ski down. Some people... Read More →
4 Reasons to Avoid Multiple Financial Advisors
Many investors I talk to use multiple advisors. When I ask why, I commonly get the response, “I don’t want to put all my eggs in one basket.” That defines diversification for investments and that’s smart. It may not be... Read More →
4 Things Your Investment Plan and The Walking Dead Have In Common
Imagine waking up in a hospital bed. You have no idea how you got there. You look around confused and start pulling off wires. You push the little nurse button again and again. No one responds. There are no sounds... Read More →
5 Investments Strategies To Avoid Like The Plague
Global pandemics like The Plague and Ebola scare the crap out of me. Both are highly contagious and cause a painful death. So what does The Black Death and Ebola have to do with investing? Bare with me. Recently I... Read More →
4 Year End Portfolio Moves
October is month when leaves are changing color, there’s a nip in the air signaling the beginning of fall, and of course stock market corrections! I can’t believe as I write this that we have already entered the fourth quarter.... Read More →
Is The Roth 401(k) Right For You?
The 401(k) is probably the most popular retirement plan in America. Most of you probably have one where you work. But what’s this Roth 401(k) you’ve been hearing about? How does it work? Is it as good a deal for... Read More →
Money Mumbo Jumbo: What’s The Difference Between Large and Small Cap Stocks?
Large cap, mid cap, small cap what does all this money mumbo jumbo mean? You’ve probably heard this technical jargon thrown around by my industry. Additionally, you’ve noticed it describing your 401(k) investments too. If you’re scratching your head wondering... Read More →
Delay Retirement, But No Dirty Looks Please
It’s one of the dirtiest looks I get as a financial advisor. Well, maybe not that look. Why would anyone give me the evil eye you ask? I’ve completed a financial plan for an individual or a couple, and we... Read More →
Investing Basics: Value vs. Growth Investing
Value. Growth. What’s the difference? Both words resonate with me and investors. You might want a portfolio that has both. You would be right! It’s important to have both strategies. The terms value and growth usually refer to styles of... Read More →