Posts Tagged ‘Retirement Planning’
Four Coronavirus Principles I Learned from Billionaire Ray Dalio’s TED Connects Talk
Four Coronavirus Principles I Learned from Billionaire Ray Dalio’s TED Connects Talk “In our seeking for economic and political progress, we all go up – or else we all go down.”- Franklin D. Roosevelt TED Connects is a live, daily conversation series featuring experts whose ideas can help us reflect and work through…Read More
Financial Reminders from Kobe, Nashville Tornado 2020 and Covid-19
“Everyone has a plan until they get punched in the mouth.” – Mike Tyson The first quarter of 2020 has punched us in the gut, heart, and mouth in a way I have never seen in such a short period of time. On January 26, 2020, Kobe Bryant died in a helicopter crash outside…Read More
Tiger Woods, The Masters and Your Retirement
“Never give in, never give in, never, never, never, never—in nothing, great or small, large or petty—never give in except to convictions of honor and good sense.”- Winston Churchill Tiger Woods, The Masters and your Retirement Golf enthusiasts or fans of Tiger Woods, which I am part of the latter, are excited that it…Read More
Three Strategies on How to Protect Your Retirement Nest Egg during this Market Downtown
“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham As I write this blog on Tuesday, December 4, 2018 at 3:10pm CST, the Dow Jones Industrial average ended the trading day down 799.36 points (-3.10%)[i], the S&P 500 Index ended the trading day down by 90.31…Read More
October Effect. Where Do We Go From Here?
“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.”- Mark Twain What a week. What a month so far. October historically has been a notoriously bad month for the market and this October has not…Read More
Stock Market Jitters Part II
The recent stock market drops are creating jitters for millions of investors. With concerns around rising interest rates, trade policies and higher inflation now is the time to analyze your investment risk. Risk can be defined as possibility of loss or injury. Regarding investing, risk can be defined as the chance an investment’s actual…Read More
Stock Market Jitters? It’s Time to Analyze Your Risk
“If you take unacceptable risk, you have to be prepared to face the consequence.”- Carly Fiorina The recent stock market drops are creating jitters for millions of investors. With concerns around rising interest rates, trade policies and higher inflation now is the time to analyze your investment risk. Risk can be defined as possibility…Read More
Could Your Mutual Funds “COST” You Your Prosperous Retirement?
“What you don’t know, can hurt you” – John Bradshaw Three years ago, one of my clients called the office and asked if I would review a mutual fund account she opened before I became her advisor that she had concerns about. I inquired about her concerns with the mutual fund account, simply put;…Read More
Are You Making This IRA Mistake?
A man must be big enough to admit his mistakes, smart enough to profit from them, and strong enough to correct them- John C. Maxwell The day has finally come. For some of you, it has been thirty-plus years at one job, and you are ready to enjoy retirement. For someone else, it may…Read More
What Does Your Love Letter Say to Your Family?
“A real love letter is absolutely ridiculous to everyone except the writer and the recipient.”- Myrtle Reed I heard one theologian say, “The Bible is God’s “love letter” to us, telling us not only that He loves us, but showing us what He has done to demonstrate His love.” The same way God has…Read More