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 […]
Opportunities from the CARES Act
With the recent passage of the CARES Act, there are opportunities to help reduce your tax burden as well as support your community through charitable giving. Some of these provisions create an interesting […]
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 […]
Initial thoughts on the impact of a Trump Administration
What to do now:
- Breathe.
- Understand and recognize the five stages of grief if your candidate didn’t win: denial, anger, bargaining, depression and acceptance
- Learn and understand how this will impact you 10 minutes, 10 […]
Brexit and your investments – start with your plan first
Last Thursday, the United Kingdom voted in a referendum to leave the European Union. Since Friday, the worlds’ markets reacted sharply. The value of the British Pound Sterling, in US Dollars, dropped. US Treasury and […]
