2022 Archives
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
Fall Newsletter 2022
Your Questions: Answered. Is social security going to run out by the time I need it? How am I supposed to enjoy my retirement with the
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
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
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
Here’s Looking at You, 2022
It’s hard to believe that there are only a few days left in 2021. How are you feeling about the coming year? Optimistic? Pessimistic? Uncertain?