Summer 2020 Newsletter
A newsletter focusing on fostering financial confidence through education. In our latest issue read more on how one can navigate the adventure of retirement. View the PDF here...
Topics:
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What the Marshmallow Test Tells Us About Our Financial Plans
With Coronavirus cases back on a major upswing here in the U.S. and Arizona in particular, some lessons from behavioral economics swirled back into my memory. Specifically, I’m thinking of the marshmallow test. For those not familiar, this is a test invented by Walter Mischel, a psychology researc...
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The Last Four Months Have Enforced What We Know About Disciplined Investing
Ever since the COVID-19 crisis manifested itself in the U.S., one of the go-to coping mechanisms for people is to joke about how time has no meaning anymore. I’ve been intentionally keeping a University of Arizona basketball ticket on my desk from a game my wife and I attended with another 12,000 ...
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Not Your Father’s Retirement
For most of your life, retirement was probably a fuzzy concept in a faraway future. Sure, you prepared for it by diligently squirreling away money, but aside from that, the precise details of what your life might look like as a retiree got little attention. Now, retirement is here, or maybe it is lo...
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Emergency Preparedness: What to Pack
Hope for the Best, Prepare for the Worst. When my husband Craig and I moved from Vermont to Arizona nearly three decades ago, we counted ourselves lucky that we were moving from a state with very little exposure to natural disasters (if you don’t count the brutal winters) to another that was also ...
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Setting Expectation for How Markets Respond to Global Historical Events from a Macro Perspective
This Time Should be Different Twentieth century investor, Sir John Templeton, is noted for saying that the four most expensive words in the English language are “this time is different”. No one is immune from the nagging sentiment that fundamentals have changed because of recent history. By “r...
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5 Things That Actually Matter To Your Financial Plan
In all my years of following financial media (by the way, that task ranks right near “wearing a tie” on my least favorite part of the job), I’ve noticed that the fast pace and endless amount of available data pushes us towards asking all the wrong questions. Especially now, the “squawk box w...
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