Forecasts

HOW IMPORTANT IS CANDOR, OR AN HONEST MESSAGE, WHEN YOU DETERMINE WHERE AND HOW TO INVEST?  The value of candor in the financial services industry came up in a recent interview with Jack Bogle, [...]

ARE YOU SAVING FOR RETIREMENT SO YOU CAN VISIT SOME OF THE MOST BEAUTIFUL AND BREATHTAKING PLACES IN THE WORLD?  Take a few minutes and check them out. Pretty amazing aren’t they? [...]

WHEN YOU’RE READY!  While it may seem obvious that we would all benefit from having an ongoing financial plan throughout our lives, many people don’t have one. Some have never gotten [...]

Many of the most successful retirement plan stories are just regular people who have done the right things throughout their life.  They are not celebrities and don’t lead glamorous [...]

BY USING VANGUARD FUNDS, I think my clients will have a higher likelihood of having more money in their accounts in the future than if they use comparable investments from other mutual fund [...]

IS THIS AN INTERESTING OR PROVOCATIVE QUESTION? When do people concede their hopes for the future? How does it happen?  Certainly how a retiree, or an aging person, views their future will have a [...]

DO YOU HAVE A PLAN TO BE HAPPY LATER IN LIFE?  (For retirement, that is).  Is your idea to get enough money and then you’re out the door?  HOLD ON A MOMENT.  TAKE A DEEP BREATH.  STOP FOR A [...]

IT WOULDN’T KILL YOU TO SACRIFICE TWO HOURS A YEAR, WOULD IT?  What would that amount to?  One movie?  A couple of TV shows?  Some useless time surfing the web? Watching your local sports [...]

HOW WOULD YOU RESPOND IF YOUR INVESTMENTS LOST 48%?  WOULD YOU PANIC? In part 1 we discussed how you might be impacted if the markets experienced a large sell-off.  In addition to seeing the [...]

SO, YOUR INVESTMENTS ARE DOING WELL.  The “markets” have been going up for several years – they are on a roll.  We are in the midst of one of the best periods of investment [...]