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…
06.14.21
12 Essential Questions to Ask a Financial Advisor
1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they…
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. …
12.29.20
Do You Own Productive Assets?
When investing, it’s essential to understand if what you’re buying is a productive asset. What does that mean? Well, these assets produce profits or cash, which you can…
10.28.20
Do U.S. Politics Affect My Portfolio?
The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone…
09.29.20
How can the market be so strong with such bad economic news?
As investors, we love to study history. We have what we’ll call a “database” of information about every significant market decline in the past 150 years. We’ve shared…
08.26.20
Why It’s Important to Stay Invested
Sticking to your financial plan and staying invested is essential, especially during tough times. Sometimes our best role is to help “coach” when those times come. A key…