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.
As any small business owner knows, there’s a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you’ll want to learn what you need to know before you open your doors. By Connie Brezik Small businesses are the backbone of this country. People with great talent and ideas form businesses they …Read More.
Elliot Dole covers some foundation aspects of legacy planning, which often being with defining common values and shared beliefs. By Elliot Dole Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to …Read More.
Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. By Kurt Wunderlich Today’s young professionals often begin their careers staring at a mountain of …Read More.
Any duffer can hit a hole-in-one with enough luck. But, as Wealth Advisor Doug Buchan writes, being a scratch golfer – like being a scratch investor – requires patience in the winning strategy and the discipline to play your game. By Doug Buchan Here’s a quick tutorial for nongolfers; the rest of you skip to …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.
The way that conventional wisdom treats stocks, bonds, and the risk they entail can be problematic. Wealth Advisor Doug Buchan explains why, in financial planning, sometimes the almost right word simply won’t do. By Doug Buchan Mark Twain once wrote, “The difference between the almost right word and the right word is really a large matter. ‘Tis the difference …Read More.
Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn’t either. By Larry Swedroe Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis …Read More.
Marriage means saying “I do” to a shared financial life. To help you and your future spouse get on the same page regarding where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation about money. Marriage, it turns out, is even more than hefty emotional commitment, …Read More.
Been there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service. Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the …Read More.
In his latest quarterly review, Larry Swedroe tallies up how 2019’s “sure thing” market and financial forecasts have fared through the year’s halfway point. At the start of 2019, I compiled a list of predictions that so-called financial gurus had made for the upcoming year, along with some items I heard frequently from investors, for a consensus …Read More.
Don’t allow relatively short periods of performance to influence long-term investment strategies. Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification. I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also …Read More.
Wealth Advisor Jarrett Simpson looks at why retirement savers who greet Social Security with too much cynicism or ignore it completely may be selling the program, and their financial plan, short. When the subject of Social Security comes up during retirement planning conversations, both younger and older investors often greet it with a healthy dose …Read More.