In: Articles
- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….
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- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…
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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…
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- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
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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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
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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- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
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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- How Does a Government Shutdown Affect the Stock Market? Impact and Analysis - November 7, 2023
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
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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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…
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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…
Read More - How Does a Government Shutdown Affect the Stock Market? Impact and Analysis - November 7, 2023
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…
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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…
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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…
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