Well there’s a loaded question! It’s certainly one worth asking, though, given the roller coaster ride of the last six months. To answer that question, we need to take this on in two parts. First, we need to define risk. Second, we’ll determine how you can analyze the level of risk appropriate...
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Warren Buffet is the greatest investor of our lifetime, and he is far more than that. The man, who turned 90 on Sunday, August 30, is a leader, mentor, philanthropist, and he is respected all over the world and across cultures. Despite his advanced age, Uncle Warren is still, and always will be, in ...
I went back and forth on the following opening and how best to phrase it: Believe it or not, we’re only about 75 days away from the election, or… Somehow, we still have 75 loooong days until the election. I’ll let you choose which one fits your current mood better. Nevertheless, the election i...
In mid-December 2019–in a world far, far away from our current COVID state of mind—Congress passed a significant piece of legislation that has major implications for the retirement, tax and estate planning of many Americans. Called “Setting Every Community Up for Retirement Enhanceme...
The 401(k) retirement plan has become a household name to most working Americans. In case you’re unfamiliar, a 401(k) is an employer-sponsored retirement plan to which employees can make retirement savings contributions to help prepare themselves for retirement. Given the 401(k)’s rise i...
The first time my triathlon coach saw me swim, he wasn’t very optimistic. “You look like an electrocuted frog,” he said. Obviously I had some work to do. But that was okay, because I had a plan. In 1999 at the start of my professional triathlon career, I set a goal. Within five years, I [&hell...
The dog days of summer are here. As many of us have missed out on our vacations because of the pandemic, we are all looking for an outlet or ways to “get away”. People are beginning to travel again, but whether you choose to stay at home, take a road trip or find a place […]...
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