Financial Planning Blog
If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…
Read MoreRecently, I ran across this article from Dimensional Fund Advisors. It contains insight into the difference between a price-weighted index like…
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The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…
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With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…
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Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
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What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…
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Picture this: you take a trip somewhere great and have an absolutely wonderful experience. You love everything about this place: the…
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With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We…
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Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…
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Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…
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You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…
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