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July 6, 2021

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What did you say? You know how this goes. Markets decline, account values drop, clients get nervous, call you for advice, and now it is up to you to provide. . .

July 4, 2021

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“Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no impact on long-term investors, or… it will change everything.”-Eric Coons If you saw. . .

 “Liquid assets are a major component of a healthy financial plan. Are you making sure your clients have the cash they need to hedge against disasters?” Del Fujinaka Income shocks. . .

July 2, 2021

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According to 2019 census data, 10% of those 65 and older fell below the official poverty measure. However, that number rose to 14.4% by 2020. A big reason for this. . .

July 2, 2021

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Investors, teenage girls and sheep, what do they all have in common? Investors read about a hot mutual fund and buy, the problem is the results are from past performance.. . .
July 1, 2021

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This is the most critical part of retirement. It is not necessarily the amount of money you have; it is the amount of income you can get off of it. . .

July 1, 2021

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Greed and fear are human emotions, and with them can come human mistakes. Fear: an unpleasant emotion caused by the belief that there is a threat that could harm you.. . .

June 30, 2021

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Zero-coupon bonds pay no interest; you buy at less than face value. Zero-coupon bonds are bonds that do not pay interest during the life of the bonds. Zero-Coupon bonds are. . .

June 30, 2021

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I  remember when our church in Emmett, Idaho, finally was able to retire the mortgage. Our parish had a pot luck dinner; several parish members spoke, including my mother, and. . .

June 29, 2021

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Buy low and sell high; there may not be any tax liability! Did you know the tax law changed on Capital Gains? Do you know how important it is to. . .

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