Fossil Fuel Is Dead
Let’s discuss: Investors with a time horizon of more than 5 years should avoid fossil fuel-related companies, mutual funds, and ETFs.
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IRS May Have Your Money!
The IRS says it owes about $1 BILLION in total to an estimated 1 million taxpayers. Are you one?
read moreWhy I Love Capital Gains (and ...
What’s the best thing about capital gains? The income tax you don’t pay on them!
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Why the Trump Bump?
The S&P 500 is up 5.8% since U.S. Election Day. Do investors love Trump so much, or might the reasons for the stock price run-up be a bit more complex?
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Bonds’ Trump Thump
Bonds lost over $1 trillion in value on November 9-10. How has Trump’s surprise victory affected your investments?
read moreBuilding a Better Portfolio
Suggestions here from Joseph Hogue, CFA, on how to build a better investment portfolio—crucial to a secure retirement!
read moreOur Dividend Portfolio
Revealed for the first time: Ms. Money Counselor’s and my dividend-paying stock portfolio! Yes, we do own stocks!
read moreWhy the 4% Rule Fails
Want to go back to work in your 70s or 80s? Here’s how following the 4% rule can easily lead to retirement financial disaster.
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