It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans, we’ve had the SECURE Act and the CARES Act...
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September 22nd is the last day of summer, with fall quickly approaching. School is back in session (virtually, as my 3 kids log-in from home), Monday night football is back (no fans in the stands), and open enrollment for...
The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw out its first pitch four months late, after a long delay of finding a roadmap to return safely with...
Twenty years ago, when someone asked for my guidance on choosing an environmentally friendly investment strategy, there were very few choices. One or two companies offered “green” mutual funds that invested in solar and water. These funds did attract...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule,...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is...
The stock markets are currently on track to enter a correction stage, and we outlined these differences in a previous blog in October of 2018 – Pullback, Corrections, and Bear Markets – What’s the Difference? https://www.wealthanalytics.com/pullbacks-corrections-bear-markets-whats-difference/ Going back to...
Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their financial plan. In addition to your financial needs, it’s...
Do You Want to Gamble with Your Nest Egg? If you ever visit Las Vegas, you may hear the legend of the Man in the Green Bathrobe. While it’s probably just local lore, it makes critical points about retirement...
Free Advice is Worth Every Penny. A weathered sign hangs in our local mechanic’s garage: We offer three kinds of service – GOOD, CHEAP, FAST. You can pick any two: GOOD service CHEAP won’t be FAST GOOD service FAST...