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 […]
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 […]
I’m often asked if you should have your mortgage paid off when you enter retirement? The short answer is, in most circumstances, yes.
Poker is a nasty, aggressive, and hyper-competitive game. It’s also fun and challenging as it tests your mental acuity and decision-making while under emotional duress. Believe it […]
When investing, you should: optimize the risk/return trade-off diversify minimize effort minimize cost
If you’ve inherited an IRA, you may be aware that the distribution rules are different from regular IRAs and were changed when the SECURE Act was passed […]
Wall Street is the land of aphorisms. One attributed to John Maynard Keynes seems apropos to this GameStop moment:
You may have heard of annuities and wonder how they work and if they should be part of your retirement plan.
If you’re of a certain age, you may remember financial innovation as Saturday morning hours at your local bank branch and a toaster for a new account. […]
Do you work for a public company that offers an employee stock purchase plan (ESPP)? If you answered yes, this note is for you.
In spite of the reassuring words from Tom Selleck, Henry Winkler, and Fred Thompson, a reverse mortgage doesn’t usually make good financial sense.
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