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This is a two part blog on how to get rich. It is two parts because there are only two things you need to know. This part is about the first of those things: Save money. You do not have … Continue reading
Today, March 19, Janet Yellen said she would raise interest rates sometime in 2015. The market heard, and interest rates rose. Rates were described in the media as “leaping”, “surging”, “rising sharply”. This day is a dream come true for … Continue reading
Until a few years ago, a retiree’s debate about when to draw Social Security revolved around age – usually 62 or “full retirement age”, somewhere between 65 and 67, or sometimes later if he didn’t need the money. However, Social … Continue reading
Last year’s US stock market was the definition of robust. Volatility was on the low side, and returns were high. Daily price movements were minor when the market sank, but high when the market rose. The S&P 500 corrected about … Continue reading
One of our gripes about our own industry is high investment management fees and the fact that many consumers of investment services really have no idea what they are paying. One new client had two accounts under the same name … Continue reading