Category: Blog

Three Reasons Investing Is Like Fantasy Football

September means it’s time to start packing up the bathing suits and sunscreen.  The days are growing shorter, the hype of the Rio Olympics has faded (Lochtegate notwithstanding), and adults are discussing fake football.  That’s right, that annual rite of...

/ September 19, 2016

Why I DON’T Hate Annuities

As an owner of a registered investment advisory firm which is fee-only, I should be expected to go along with the group think in my industry and hate annuities. The thinking on this is so strong that it almost raises...

/ September 3, 2016

Should You Pay Off the Mortgage or Boost Your Retirement Savings?

As retirement slowly creeps up, many people over 50 find themselves faced with a multitude of different questions and concerns about how they can best manage their money before they quit work. With children out of the house, education expenses...

/ September 1, 2016

Pros and Cons of In-Plan Roth Conversions

It often makes sense for the owner of a regular 401(k) retirement plan to convert the entire plan to a Roth plan. That will mean that the money converted to the Roth plan will be subject to regular federal income...

/ August 31, 2016

What Are The Tradeoffs For Trading Stocks?

Four “Bull Market” Strategies Earnings Season Trading Opportunities Buy stocks now, and you’ll be leaving the ‘totally lost’ investors in the dust These are just three headlines I grabbed this morning from popular financial Web sites. Three among the many...

/ August 18, 2016

What My Dog Taught Me About Investing – The 10 Things Your Dog Knows About Portfolio Management

A guest post by Tony Termini Monty pondering his investment strategy Monty is our two year old Labrador Retriever. He’s very smart. And, he has taught me a great deal about investing. So, I wanted to share some of those...

/ August 15, 2016

Stretch Beyond Your Investing Comfort Zone

There’s a saying that I’ve heard before, but it just came through my earbuds again this morning, via John Lee Dumas and his Entrepreneur On Fire podcast. “The magic happens outside your comfort zone.” That phrase is generally used in...

/ March 1, 2016

Are Your Beliefs and Biases Hurting Your Finances?

Most people tend to think of personal finance as purely logical – something that involves only your cold, calculating, analytical left brain. However – cognitive and behavioral research reveals a number of common biases that affect investing. In other words,...

/ January 13, 2016

Still Think Gold is a Good Investment?

It’s funny how all the headlines about gold have changed in the past couple of weeks. Back on August 21, when the S&P 500 index was headed south, the financial news media, right on cue, treated us to numerous gold-related...

/ September 17, 2015

You’ll Probably Want To Stop Working Someday

It’s tough not to buy stuff. Clothes, trips, electronics. There’s cool stuff to buy and do. Most people think they are immune to advertising and marketing, but marketers know differently. For the record, most people also think they are better...

/ September 27, 2014