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. . .
“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. . .
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. . .
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. . .
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.. . .
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. . .
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. . .
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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