It’s Not About the Latte

Sep 8, 2020 by

Do these 5 crucial steps to build your nest egg and drink all the lattes you want.

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Please Ignore!

Jul 13, 2020 by

What’s the worst sort of advice? “Standard” advice. Here are 3 pieces of standard financial advice best ignored.

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How Much Savings Is Enough?

Nov 18, 2019 by

Retirement planning is challenging for a simple reason: we can’t predict the future. Future inflation and the return you get on your savings will make a huge difference in how long your nest egg lasts.

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What’s an Investment?

Sep 16, 2019 by

Do you feel a nagging unease because you know little or nothing about investments? No worries—you have a lot of company. Here’s a starting point for beginning to learn more.

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Forget About Retirement

Aug 4, 2019 by

I vote for retiring the word “retirement,” as it’s traditionally been used: The period of time beginning with leaving paid employment and ending with death.

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Pay Off Debt or Invest?

May 13, 2019 by

“The numbers” would seem to argue for investing instead of pre-paying low-interest debt. But most anyone who’s debt-free will tell you that there’s a lot more to the story.

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Should Humans Buy & Hold?

Feb 25, 2019 by

Can an investment strategy work in practice that requires regular decision-making and market assessments from an inescapably emotion-laden human with his or her own money at stake?

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Fossil Fuel Is Dead

Jun 14, 2017 by

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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Why the Trump Bump?

Dec 27, 2016 by

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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Building a Better Portfolio

Nov 17, 2016 by

Suggestions here from Joseph Hogue, CFA, on how to build a better investment portfolio—crucial to a secure retirement!

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