Month: October 2016

The antiquated ‘Market wizard’: Active vs. passive investing

Maybe your parents or grandparents had a stockbroker who would call every few months with a “hot” idea for a stock pick. Sometimes it worked; sometimes it didn’t. A few decades ago, retirees and people saving for retirement didn’t have...

/ October 31, 2016

What Happens In Your Portfolio, Stays In Your Portfolio…

“An investment is simply a gamble in which you’ve managed to tilt the odds in your favor.” -Peter Lynch What’s more fun than a trip to Las Vegas? If you instantly said “Nothing!”, grabbed your sunglasses, and started looking for...

/ October 28, 2016

Baby Boomers & Gray Divorce” Phenomenon: – Surviving the Financial and Emotional Fallout

Baby boomers have always been the harbingers of change. Getting divorced later in life appears to be the newest trend. According to a study conducted at Bowling Green University, the divorce rate for those 50 and over has more than doubled since...

/ October 26, 2016

Overcoming the Baby Boomer Retirement Crisis

Baby boomers, those born between 1946 and 1964, are beginning to come into their retirement years, however, a trend is emerging. Many are working longer and postponing retirement. According to statistics gathered by a recent Willis Towers Watson survey: 25% of Americans...

/ October 24, 2016

Money and Emotions-Can Trigger Crucial Flashpoints in A Marriage

When a couple’s marriage has ended in divorce or is ‘on the rocks’, often the underlying cause of the marital trouble is a potent combination of money and emotions.  Here are five different money personality types: Amasser – Someone who is...

/ October 22, 2016

Empty Nesters: Don’t Overlook These Practical Financial Planning Skills!

For empty nesters, raising a family was probably the most challenging, yet fulfilling part of their life.  For some, that chapter has ended and they find that now is a good time to take stock of their financial picture and...

/ October 20, 2016

Why Just Sitting There Is Better Than Being Active

Normally in life, we think of “active” as being better than “passive.” Get out there and move! Don’t just sit around on the couch, waiting for life to come to you! But when it comes to investing, sitting around may...

/ October 19, 2016

Better Money Decisions – Boomer’s Ultimate Guide Podcast

LISTEN HERE As a former stock-trading instructor, Kate Stalter brings a wealth of experience to her role as the founder of Better Money Decisions. The clients of Better Money Decisions are benefiting from the perspective Kate gained while teaching thousands...

/ October 18, 2016

Does Your Money Affect Your Self Worth?

Money is present in almost all areas of our life.  Managing our financial situation is often impacted by how we feel about ourselves and vice versa.  Our relationship with our money often mimics our relationship with ourselves and others.  When we feel...

/ October 18, 2016

Beware Of Drawbacks When Seeking Yield From Alternative Investments

Ever since the start of the Great Recession, central nanks around the world have been pushing interest rates lower through a combination of rate decisions and monetary easing. By 2016, Japan and several European countries – including Austria, Denmark, Germany,...

/ October 13, 2016