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Category Archives: Investments
The Market at a Record High: Now What?
Tweet This question has been one frequently asked by my clients and friends lately. What do we do now that the market is perched at a record high? Do we buy into this rally, or do we sell out of it? This exposes the two emotions that can lead to failure with investing: fear and greed. Greed I’m amazed how we tend … Continue reading
Posted in Investments, Retirement, Savings, Taxes
Tagged Fee-only Financial Planning, financial planning
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Are you on Track?
Tweet I recently posted an article regarding the importance of correctly measuring your financial growth by using net worth as the measuring stick. The purpose of the article was to outline the difference in investment growth and net worth growth. You can revisit the article by clicking here. Now that we know how to measure growth and the importance of understanding net … Continue reading
Behavioral Finance 101
Tweet Behavioral finance sounds like a laborious upper level college course required for financial geeks, like myself. But, behavioral finance (at least my definition) is actually one of the top driving forces behind the successes or failures in our personal financial lives. Investopedia’s definition of behavioral finance: a field of finance that proposes psychology-based theories to explain stock market anomalies. My definition … Continue reading
Hello 2012
Tweet Happy New Year! I can hardly believe it’s 2012. As a child, the thought of the year 2012 would conjure up futuristic visions of space-age technology. To some degree, today that technology is a reality. What will tomorrow bring? Imagine what the next ten years will bring? What will 2022 look like for you financially? Are you doing the right things … Continue reading
Posted in Financial Planning, Investments, Retirement, Taxes
Tagged Fee-only Financial Planning
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Alert: Be Careful of this Investment Strategy
Tweet The stock market has certainly had a bumpy ride over the last few years. The instability of the market has created a large number of questions for the individual investor. One question that I have been asked by many involves stock dividends. The question goes something like this: If money market and CD rates are paying laughable returns, why not invest … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Investments, Savings
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Your CPA is NOT your Financial Advisor!
Tweet So often I hear folks discussing the advice they receive from their CPA regarding investments. While CPAs perform a great service as accountants and bookkeepers, investment and financial advice is an area that should be left to financial advisors. Just as your dentist shouldn’t be your doctor, and vice versa, getting advice from the professional with expertise in the appropriate area … Continue reading
Posted in Financial Planning, Investments, Taxes
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401K:Still the Best Game in Town!
Tweet The market has made a nice return from its lows several weeks ago. The storm has seemingly calmed, at least to some degree. The interesting fact is that nothing has really changed. We are still facing the same economic issues we where three or four weeks ago. My point is that the uncertainty still remains. With the uncertainty still in place, … Continue reading
Posted in Financial Planning, Investments, Retirement, Savings, Taxes
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Seven Tips for Uncertainty!
Tweet Okay, Now What? After a couple of tough weeks for the market, the level of fear seems to be at a pinnacle. While fear is not always a bad thing, when it comes to investment decisions, fear is not a factor we want creeping into to our thought process. Many people have said that fear and greed drive the market. We … Continue reading
Posted in Financial Planning, Investments, Retirement, Savings, Taxes
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Five Questions for Mid-Year!
Tweet Here we are right in the middle of the dog days of summer. The weather’s hot, and the pace of life slows. The vision of a rocking chair and cold iced tea comes to mind. While we sit back and breathe a sigh of contemplative relaxation, we also need to be aware. We need to be aware that we are half … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Investments, Savings, Taxes
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Portfolio Risk and You!
Tweet Most people understand the general concept of risk in relationship to investments, but many people get the true picture of risk wrong when it comes to investing. Specifically, how much risk should be taken inside a portfolio. Risk and Returns The higher the risk inside a portfolio the greater the possibility of increased returns. The oppositional side of the prior statement … Continue reading
