Do you own some stocks and bonds in your portfolio? Regular readers may know that I discourage investing in individual stocks and bonds as the lack of diversification […]
Do you own some stocks and bonds in your portfolio? Regular readers may know that I discourage investing in individual stocks and bonds as the lack of diversification […]
Bitcoin and other so-called crypto-currencies are all the rage. Even though bitcoin has recently dropped in value, it’s still higher than at the beginning of 2021 and […]
A couple of months ago, I weighed in the GameStop controversy that was all the rage that week. Briefly, a down and out retailer of video games […]
You may have heard of a Roth IRA conversion and are wondering (a) what it is and (b) if you should do it.
It’s a new year and maybe you’ve resolved to save more money. If so, here’s my list of the 8 or 9 best ways to do it […]
My clients and students demonstrate a range of personal finance behaviors – from stellar, to clever, to needs improvement. Here’s my list of DOs and DON’Ts to […]
2020 was insane. The US election was surreal, the COVID pandemic raged out of control, and the stock market rose 21%. (On average, stocks go up 10% […]
This is the most frequent question that I’m asked — why is the stock market so damn high* while the economy is in a deep recession with […]
You’ve made it to retirement and now need to draw down your savings after a lifetime of building them up. As you begin to spend these funds, […]
I’m often asked if you should have your mortgage paid off when you enter retirement? The short answer is, in most circumstances, yes.
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