Do you know what your number is? I sound like an ad for the Sleep Number mattress, but what I mean is do you know how much you need to accomplish your goals? Retirement, college funding, the flexibility to travel, etc.? In my experience, many have this number in their head—“I just need $1 millio...
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By Sam Swift, CFA, CFP® Spring cleaning is just around the corner for many, but being that I live in Tucson and we are pretty much in Spring from January-May my wife and I got started early last week. We never feel as if we keep too much stuff around, but that hypothesis was once […]...
I had an interesting article passed along to me a couple of weeks ago and it’s only become more relevant since: Discount Brokerages to Donald Trump: Keep Tweeting There are a couple lessons here that we can address: This is actually good insight into how markets process information, and This is f...
The Dow Jones Industrial Average hit a new all-time high this week and I think the only reason it’s relevant is to give people something to write about (guilty as charged). It took me three minutes of googling to find articles as to why this rally will continue forever here, here, and here and thr...
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