What Is Dollar Cost Averaging and Why It Doesn’t Work in Retirement
When markets are down, there are two types of investors. Those licking their wounds and […]
Newsworthy items
Outside of doing what you can to be your best financially, there are other factors that can steer you in a different direction. Covid-19 would be the most recent example. Here are a […]
Back to School
It’s hard to believe that we are now six months into the pandemic. It seems that everything has changed while paradoxically, nothing has. Typically, by this time of the year, my kids and […]
From Maple Street to Main Street to Wall Street
Greetings from Scottsdale,
2020 has been an unprecedented year with what we have endured. We’ve seen massive disruptions in most aspects of our lives running the gamut from Maple Street […]
The Baby’s Been Thrown Out With the Bathwater
March 29, 2020
Hi everyone-
I hope this note finds you all healthy and safe. I wanted to reach out to you with some major changes […]
The First Health is Wealth
Thursday, March 19, 2020
I understand many of you are going through some major changes in your daily lives. I use the principal of “plan for the worst, hope […]
Your 401k is Like Your Face, Don’t Touch It
Good morning,
This outbreak is affecting our daily lives now. We’re watching the super markets as much as the stock markets. Many of you are making changes to adjust. Trips are being […]
A Nation Shuts Down
Greetings. Bud here again with another report from rainy Scottsdale, Arizona.
These are not normal times, and not normal of me to send notes to you as often as I […]
Dow Drops Over 2000 Points Today – Market Update
Greetings!
What happened!? The stock market went down since the last time I sent a note on February 28. We are still less than a month from where the Dow Jones reached […]
Context to the Current State of the Markets and COVID-19
Greetings!
There is a tremendous amount of attention at the moment to the COVID-19 disease outbreak. This note is to let you know I’m paying attention to the news and […]
