Posts Tagged ‘#RetireWell’
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 MoreFinancial 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 MoreSocial Security is Running Out of Money and What You “Should” Do About It?
Social Security is Running Out of Money and What You “Should” Do About It? “By 2035, the funds of the Old-Age and Survivors Insurance (OASI) in the Social Security Trust fund will be depleted.”[1] “Before Social Security existed, about half of America’s senior citizens lived in poverty” Bernie Sanders The 2019 Annual Report…
Read MoreTiger 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 MoreThree 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 MoreOctober 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 MoreStock 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 MoreStock 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 MoreCould 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 MoreAretha Franklin: Two Financial Lessons We Learn From Her Legacy
“Most people don’t plan to fail: they fail to plan.” John L. Beckley Two weeks ago we lost one of the greatest voices, arguably the greatest, this world has ever heard Ms. Aretha Franklin. I have always been drawn to Aretha Franklin for three reasons, first we share the same birthday March 25. Secondly,…
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