Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. By Jeff Johnson “Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a …Read More.
In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. By Doug Buchan Allan Rufus, in his book, “The …Read More.
Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. By Connie Brezik We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in …Read More.
Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. By Connie Brezik One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include …Read More.
You’ve landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs. By Kurt Wunderlich Congratulations! You landed a new job. Whether you’ll be stepping into a similar role just at another company or embarking …Read More.
Many see investing as the key to financial success, but it’s budgeting that really unlocks the door. Wealth Advisor Bethany Ketron on how to balance your current expenses and future goals in just six steps. By Bethany Ketron Budget. It’s a term that strikes fear in almost everyone at one time or another. But, while …Read More.
When evaluating how much your reinsurance fund costs, don’t just look at the expense ratio. Rather, writes Larry Swedroe, look at the value it adds relative to the expense ratio. By Larry Swedroe The reinsurance industry’s existence presents an opportunity for investors to add an asset, through participation in its business, with “equitylike” expected returns …Read More.
Got goals? Wealth Advisor Connie Brezik looks at a practical way to remove obstacles, solve problems, and find peace in 2020. By Connie Brezik As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you …Read More.
Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard. By Larry Swedroe Since 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA) reports, which compare the performance of actively managed equity funds to their appropriate …Read More.
Larry Swedroe looks at a study that breaks down how investors apply key motivations and beliefs when they’re making financial decisions. By Larry Swedroe What really matters to investors? Larry Swedroe looks at a study that breaks down how investors apply key motivations and beliefs when they’re making financial decisions. Find it on EvidenceInvestor.com By …Read More.
Resisting recency bias, writes Larry Swedroe, is the key to earning the premiums available from all risk assets, including reinsurance. By Larry Swedroe Among the errors discussed in my book “Investment Mistakes Even Smart Investors Make and How to Avoid Them” is one called “recency.” Recency bias is the tendency to overweight recent events/trends and …Read More.
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. By Connie Brezik Old habits are hard to break. You may have been raised in a household where …Read More.
So pleased to see The Wall Street Journal recognize the latest work from Larry Swedroe and Kevin Grogan as a must-read for its insights on financial health and well-being in retirement. So pleased to see The Wall Street Journal recognize the latest work from Larry Swedroe and Kevin Grogan as a must-read for its insights …Read More.
Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. By Connie Brezik, CPA/PFS, CFP® Anyone considering retirement, or who has retired in the recent past, understands that there …Read More.
Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. By Tim Maurer Estate planning is one of the most technical—and terrifying—topics in the broad practice of …Read More.