The Fallacy of Past Performance Chasing (and why we have trouble convincing you otherwise)
September 15, 2021 The Fallacy of Past Performance Chasing (and why we have trouble convincing [...]
16
Sep
Sep
The Virtuous Cycle
September 1, 2021 The Virtuous Cycle We frequently write on issues related to positivity, optimism, [...]
01
Sep
Sep
The Virtue of Slowing Down
August 4,2021 The Virtue of Slowing Down Time is an interesting dimension. It is a [...]
04
Aug
Aug
The Peril of Investment Fads
Jul 3, 2021 The Peril of Investment Fads As we are midway through the year, [...]
03
Jul
Jul
Crypto: The Good, the Bad and the Ugly
06/14/2021 Crypto: The Good, the Bad and the Ugly “If you work for a living, [...]
13
Jun
Jun
Improving Your Investment Skill
06/01/2021 Improving Your Investment Skill Portfolio returns and achieving financial goals are a largely a [...]
13
Jun
Jun
Resolutions and Habits
04/20/2021 Resolutions and Habits We are three months into 2021 and there is a good [...]
20
Apr
Apr
Medicare Enrollment – 2020
10/9/2020 Good Afternoon Medicare Open Enrollment for 2021 Begins October 15 The annual Medicare Open [...]
08
Oct
Oct
2020 IRA and 401(k)/403(b) Plan Changes – The “Cares Act”
As we continue to study the stimulus package passed last week, we will continue to send relevant [...]
31
Mar
Mar
Stimulus for Business Owners: Paycheck Protection Act
PLEASE READ THIS FORGIVABLE LOAN PROGRAM AS I SEE NO NEGATIVES FOR BUSINESS OWNERS. On [...]
30
Mar
Mar