Why Investing is Not Simple
Investing considerations should be based on measurable metrics, history, the economy, risk, and timeline. Feelings and emotions are not included in this criteria.
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Suffering from Sudden Wealth Issues…
“The call” comes in…and news is broken that your long-loved relative has passed away. Over the next several weeks, you and your family go through the 5-stages of grief: denial, anger, bargaining or guilt, depression, and acceptance. At the end of the family gatherings, internment, celebrations of life, and even some alone time, you discover
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Getting your Ducks Lined Up.
The average American consumer has 5.3 accounts across all types of financial institutions. Some have more than 20, and some might only have 2-accounts. But with each successive account, how does one go about tracking them all? Do you know the exact balance of your checking, savings, mortgage, credit cards, and car loan off the
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Exciting Times for Boring Stuff
Exciting Times for Boring Stuff Talk about an oxymoronic headline! Why is it that cash, bonds, treasury bills, and CD’s are getting more attention today than they’ve garnered over the past 15-years? It’s because those fixed income investments, or instruments, are now paying upwards of 5% interest! The last time banks were paying this much
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