Mini-Series Part 6 of 10: Trying to Time the Markets
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35
Mini-Series Part 5 of 10: Chasing Returns
“You’ve got to go out on a limb sometimes, because that’s where the fruit is.” -Will Rogers I’m a believer in that quote up to
Mini-Series Part 4 of 10: Not Seeking Competent Advice
"My Neighbor’s a Financial Guru" My neighbor is not really a financial guru, but he is a (retired) whiz bang mechanic. I’ve watched him work
Mini-Series Part 3 of 10: Misuse of Credit
I owe! I owe! It’s off to work I go… All the planners here in the office can share so many stories about how the
Mini Series Part 2 of 10: Adapting to Life’s Changes
“There is nothing permanent except change.” -Heraclitus I’ve found over the years that people believe just the opposite – that things are permanent. The car
Mini-Series Part 1 of 10: Procrastination
I cannot begin to count the number of people who I have talked to over the years that say, “I wish I had started saving
Concerned About the Economy? Do This. (redux)
On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they
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
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