Investing

Do I need to rebalance my portfolio?

Whether the market is going up or down, it's smart to rebalance your portfolio

Apr 10

Creating a "paycheck" in retirement

A few thoughts on retirement income planning

Mar 20

Equigravisphere

Pulling away from one thing and being drawn toward another... or not

Mar 13

9 Investments Women Should Avoid

A few things to keep out of your investment portfolio

Mar 11

The only constant in life...

Getting punched in the gut when you least expect it

Mar 6

When an Annuity Might be the Answer

I don't like 'em except in certain, rare situations

Nov 15, 2023

The Investment Return That Matters Most

The one return that supersedes all others...

Oct 4, 2023

The Magic of Compounding Dividends

Probably not the dividends you're thinking of...

Aug 30, 2023

Recent Client Work - Summer 2023

A few of the things I've been working on recently

Aug 9, 2023

What if Wall Street has you looking the wrong way, focused on the wrong thing?

Mar 1, 2023

Every Decision is a Financial Decision

Whether the currency is your time, energy, attention, or actual dollars...

Feb 15, 2023

Crock-pot investing

Happy Wednesday! Elizabeth and I don't mind cooking, but it's not something we relish. Actually, it's not even the cooking... mostly it's the cleanup…

Nov 1, 2022 •

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