Charts for the Week – August 7, 2019

In this video we review year-to-date performance for the major US indices.

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these [...]

If you are nearing retirement one of the most difficult decisions to make is when to apply for your Social Security benefits. This is not surprising with some 95% of current retirees stating that [...]

Read more here:  Randomness of Global Equity Returns Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem [...]

When I am working with new clients, one of the first steps in the financial planning process is getting organized. This means we take an accounting of all the assets, liabilities, and income. [...]

There is a great deal of confusion – much caused by the media – about how much one needs in a portfolio to maintain their standard of living in retirement. There is no exact answer [...]

This government shutdown is now the longest in history with hundreds of thousands of people financially impacted. If you are one of those people, or know someone who is, I am offering free [...]

Stocks in publicly traded companies around the world have had a very tough October. The S&P 500, a measure of large US stocks, is down over 8% in October alone which has wiped out the gains [...]

One of the first steps in the financial planning process is organizing all the various facts of a person’s financial life. This includes income, savings contributions such as 401ks, outstanding [...]

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called [...]