In the first part of this series I explain why you may live too long to own bonds. In this second part of a two-part series, I will explain what to do in your portfolio instead of buying bonds. The challenge is to build a retirement plan and investment strategy that is not highly reliant […]
How to Construct a Portfolio Without Relying on Bonds Read More »
You should be investing in equities no matter what your age. Most investors—particularly those at large investment houses—are following an outdated strategy that could be hampering their long-term retirement success. This widely accepted strategy, known as the “Glide Path” approach, dictates building a portfolio heavy in stocks when young and gradually shifting to bonds over
You Will Live Too Long to Own Bonds Read More »
When it comes to your money, the biggest mistake you can make is trying to “wait until the right time.” The biggest mistake investors make is waiting for the perfect time to invest—whether it’s buying a house or investing in the stock market, time is of the essence. Waiting for the ideal market cycle could
Building Wealth Is Not a Matter of Time Read More »
Simplifying your finances now and for the future should be your number one priority. In the world of personal finance, complexity often masquerades as sophistication and can be very alluring. Sometimes it feels like much of my job is stopping clients from engaging in costly and sometimes harmful financial strategies that sound ever-so enticing and
The Single Financial Goal That Will Transform Your 2025 Read More »
Guidelines for those who may want to implement more local shopping habits! I’ve been thinking about holiday shopping and my sentiments from my last stack—how you spend your money tells me who you are and what your priorities are in life. Finances have a way of reflecting the bigger picture of our souls. Overspend on frivolity
Shopping Local Is Work! Read More »
How you employ your money helps you build a meaningful and joyful life. With Thanksgiving upon us, I’ve been thinking about how blessed Andrew’s and my life is; much of it is because of years of dedicated hard work and sacrifice. But while hard work and tough choices were part of it, I personally feel
Thankful for the Most Important Lesson in Finance Read More »
Volatile elections could be reflected in your portfolio, but they are no different than any other event impacting your long-term goals. Normally, I avoid addressing political or current events directly because I believe you cannot focus on the minutia of time when you should have a long-view investment policy. However, this election has rattled a
Presidential Election & Your Investments: Why You Shouldn’t Panic Read More »
Sometimes you’re riding high on life, and sometimes life throws you off. Last month we went on our annual family vacation to a remote Colorado horse ranch outside Rocky Mountain National Park. This year, my horseback riding vacation turned into a lesson on living life when things aren’t going your way. On the very last
Keep Calm and Carry On Read More »
We adopted two puppies about a month ago—I give you Frankie and Goose. When I was walking one the other day, I thought about the amount of work they require right now. Andrew and I sometimes we find ourselves getting stuck in the immediate moment of frustration—failing to remember the joy that comes along with
Puppies & Productivity Read More »
What you can do in your financial plan to navigate volatile and down markets. Last week had a few rough days in the market. If you’re reading this and this is news to you—you’re doing it right. As an investment advisor, I walk a fine line between not wanting to alarm clients but needing to
Market Upheaval, & Your Money Read More »
