What Happens When You Fail at Market Timing
It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical…
The 2010s: A Decade in Review
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn…
How Markets Work and the FAANG Mentality
Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s common for a subset of stocks to drive a sizable portion of market returns. The…
Solving the Social Security Tax Bubble Mystery, Ep# 101
Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirement years add another layer of complexity. Your Social Security income can cause your actual tax rate to be much higher than…
7 Last-Minute Tax Season Tips for 2019
As the year comes to an end and you’re spending the holidays with family, tax season probably isn’t at the forefront of your mind. However, by taking a few moments to prepare, you can put yourself in a great position….
Managing the Risk of Longevity
Making decisions for retirement can feel like an overwhelming process, as it’s made up of numerous topics and considerations. Most of the time, we think about these considerations in isolation. For example, we ask ourselves: “When can I retire?” “When…
How a Crazy Idea turned into 100 Episodes, Ep #100
What does it take to get to 100 podcast episodes? In his book, Shoe Dog, Phil Knight describes his emotions upon starting the company that became Nike, as a “crazy idea.” When detailing how he felt, he realized that many…
Be on the Alert for New Text Message Scams
Gone are the days when your biggest telephone worry was getting an annoying telemarketing call. As new technology is developed, unfortunately, new scamming techniques come with it, including a recent influx of text message scams. While you should always be…
Retirement Mythbusters, Ep #99
Who you gonna call? Retirement Mythbusters! Not as catchy as Ghostbusters, we know, but these retirement myths can be much more hazardous to your long-term financial health. Many of us have certain beliefs from internet rumors or family hearsay that…
How Do I Take My Family to Disney World If All My Money Is in My 401k?
With my twin boys set to turn 2 here in a few weeks, my wife and I were just discussing how quickly the years go by and not wanting to miss the opportunity to take vacations together as a family…
