03.18.22

Does diversification matter?

A common question clients ask is something along the lines of “are my investments diversified?” What follows will help you determine whether that’s important for your financial life.…

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06.18.21

Oh NOOO!!! I Retired Just Before the Market Went Down – The 1965 Retiree

We often get the question “As I get older, my portfolio needs to become more conservative, right?” Our answer is always, “It depends on what you’re trying to…

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06.17.21

Lessons from Grandma’s EE Savings Bond Gift

My family has an unusual tradition–my grandfather self-built two houses–one completed in 1957 and another in 1996. Yes, he built them, hammer-swinging and all, with family help. My…

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05.17.21

INVESTING: HOW TO GET LOUSY RESULTS

At the risk of not listening to our wonderful founding father, Allen Jacobson, who advises to always accentuate the positive, this might come off as a negative piece. …

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