FEATURED BLOG POSTS

Trading Wealth for Health

Trading Wealth for Health

How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...

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Trading Wealth for Health

How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the...

read more
Trading Wealth for Health

Trading Wealth for Health

How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...

read more

Investment Changes

Investor Sentiment Tested

Investor Sentiment Tested

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of the year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as...

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2022 Investment Changes

2022 Investment Changes

We are officially out of the ultra (artificially?) low-interest rate era of the past decade with no indicators of going back. With these factors in play, we were certainly more active with portfolio and investment changes in 2022.

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Recent Investment Changes

Recent Investment Changes

Investment Changes Summary With the backdrop of market fluctuations and the confirmation of the Fed raising interest rates this year, here are some of the changes we have made in our portfolios:  Shortened bond fund durations within the conservative portion of our...

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ALL BLOG POSTS

May the 4th Be With You: 4 Money Lessons for Becoming a Financial Jedi Master

May the 4th Be With You: 4 Money Lessons for Becoming a Financial Jedi Master

When it feels like the galaxy’s forces are all working against you when it comes to your finances,...

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