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Did you go to the gym this morning? Did you notice anything? It’s already starting to empty out, isn’t it? As we move through the second week of 2017, many deeply resolved, well-laid plans have already gone the way of the dodo bird. Statistics tell us that in just...read more
I was recently cleaning my grandmother’s house and I came across her passport. I flipped through the pages to find the only stamp in the book. It was from a trip to Ireland she took about five years ago. It made me smile. I flashed back to us sitting at her dining...read more
(from Dimensional Fund Advisors’ Down to the Wire blog by Weston Wellington dated 12/22/2016. Weston is a Vice President with DFA, helping to lead the firm’s market research. He works closely with financial advisors all over the world in helping them to understand...read more
Why would I ever want to hold bonds in my portfolio? I’ve been asked that question many times over the last 28 years. Between June 2004 to December 2005, when the Federal Reserve raised the target rate 13 times in a row, resulting in lower bond prices. From 1995 to...read more
While pondering topics this week for my final post of 2016, I’ve been inundated with periodicals, industry publications and online headlines full of projections about hot stocks, interest rates and where the overall market is headed in 2017. I started linking stories...read more
Once again, we’ve entered the special time of year when the days get shorter, temperatures get cooler and our calendars are full of holiday bashes and family get togethers. The sparkling lights and long lines at the mall can mean only one thing…it’s FAFSA season?...read more
(from Jason Zweig’s 11/11/2016 Wall Street Journal Intelligent Investor column published every Saturday in The Wall Street Journal. Click here for the original post. Jason is also the best selling author of Your Money and Your Brain. Follow Jason on Twitter...read more
I was in the women’s locker room at my gym, getting ready for work, when the woman from the front desk rushed in. “Are you Jeannette Jones?” she asked breathlessly, “There’s a police officer out front to see you.” I grabbed my gym bag and rushed out after her. My...read more
On June 23, the United Kingdom voted in favor of what has become famously known as Brexit, a referendum instructing the British government to exit the European Union. This vote surprised most every poll and odds maker who ventured a guess on the outcome. That day,...read more
If you are seeing this – congratulations! We made it through November 8th and can return to some semblance of normalcy in our news cycles, television ads and Twitter feeds. Barring a truly horrifying outcome of an electoral college tie, we have a new President. ...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!