Everybody is trying to get an edge on the market and predict what it will do leading up to and after the election in November. Like many advisers, I’m getting
The retirement savings crisis has been growing for several years. The COVID19 pandemic is accelerating the impact.
One factor is increased unemployment and
My business group uses July to take a midyear checkup. We look at our budgets, planned projects and keep one another accountable. 2020 has not been the year
It has been an interesting few months.
I struggled through the early parts of the pandemic with a sense of isolation and the disruption of everyday life. The
I was looking forward to attending the spring National Association of Personal Financial Advisors Conference last week in Denver. A bonus was the Cincinnati
Tricksters abound in times of crisis. They are opportunistic and clever. As the COVID-19 outbreak advances, so do their efforts. According to the FBI, scammers
“History doesn’t repeat itself, but it often rhymes.” —Mark Twain
So how does our current situation rhyme with past market challenges? As I write this article
I participate in a small strategy group that has monthly conference calls. This month’s focus was managing income distributions during a prolonged market
I am often asked, “Am I on track?” Every situation is different, but some objective measures can be used as a snapshot and tracked over time to measure progress
Year-end is my time for reflection and renewal. Business owners use it to set goals and develop a plan with benchmarks for the next year. I started applying
There is no gift that says “I love you” like a lower tax bill in April. Between all the holiday parties and batches of eggnog, there are some financial tasks to
I grew up in the days when Halloween was fun and safe. The only downside was that I had older brothers who made a point of trying to scare me—and they often
