How to Handle a Down Market in Retirement
“What happens when I retire, and the market dives like it’s doing now?” I’ve received this question a bunch this year, and rightfully so. Any
Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times
Summer Newsletter 2022
Take a Deep Breath Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this
Wrestling With the Bear – Round 2
The wrestling match with the bear market is entering round 2. Round 1 was exhausting. The bear used all kinds of holds and moves in
Wrestling with the Bear
There are only a few good things about getting older and one of them is learning from the past and being able to recognize things.
Our Thoughts on the Market – April 2022
The first four months of 2022 have been quite a ride in the financial markets. One day the stock market drops (Whoops) and the next
March Madness
March is basketball overdose month for me. I love watching both the men’s and women’s NCAA basketball tournaments. The games are generally competitive and downright
Spring Newsletter 2022
Spring is in the Air! Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In
Have An Inherited IRA? It May be Time to Hit the Reset Button
This year brings a nice change to those people who are required to take minimum distributions from their IRA’s each year. You don’t have to
IRS Changes Required Minimum Distributions in 2022
Well, I have some good news and I have some good news... The first piece of good news is that people are living longer, and