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Thursday, September 5, 2024

Correlation in investing measures how assets like stocks and bonds move relative to each other on a scale from -1 to 1. Stocks and high-quality bonds have historically shown low correlation, providing diversification and reducing portfolio

Friday, August 4, 2023

With so much attention and questions surrounding the recent U.S. debt downgrade, I thought it might be a good time to discuss what exactly happened and what it could mean for the economy and the consumer.   The Chickens Come...

Friday, July 7, 2023

Asset allocation involves spreading your investment capital among different asset classes, such as stocks, bonds, real estate, cash, and alternative investments, in a way that aims to achieve your financial goals while managing risk.

Friday, June 16, 2023

The tax consequences of non-qualified stock options (NQSOs), incentive stock options (ISOs), and restricted stock units (RSUs)

Thursday, June 1, 2023

Consider Keeping Your Life Insurance When You Retire Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the need to help protect the household against the...

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Thursday, May 18, 2023

FIRE Retirement If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save...

Thursday, May 4, 2023

If college were a party, then student loans are the hangover. Unfortunately, the "hair of the dog" won't cure this headache, but here are some ideas for managing your student loan debt.

Tuesday, April 25, 2023

Along with death and taxes, inflation over time is assured. Here are some things to think about when it comes to inflation and your retirement plan.

Thursday, April 6, 2023

When the market is volatile, it's especially important to lean on this age old investing principle.

Monday, December 12, 2022

When I have an initial conversation with prospective clients, one of the most common topics of conversation is whether or not they are on track for retirement.  As you might guess, there are a lot of things...