Archive - March 2018

1
The Best Defenses Against a Stock Market Crash – Review, Rebalance, Reconsider and Relax
2
Women Who Blazed Trails in Business and Finance
3
Reasons #12 & #35 That You Might Need A Financial Advisor
4
It’s My Turn to Retire-How do I Pay Myself?
5
Taking a Closer Look at ETFs – the Importance of Liquidity when Investing

The Best Defenses Against a Stock Market Crash – Review, Rebalance, Reconsider and Relax

When I look at charts for the US stock market, it reminds me of some of the Mt. Tam trails that I hike. It seems as if the uphill will never end. And then, it does end, just as I turn a bend. The walking sticks come out of the daypacks of my hiking friends, and we catch our breath and become conscious of how much more treacherous the trail becomes as gravel scatters under our boots and rocks we use as stepping stones teeter. I wish all investors had their own investment walking stick equivalent. They don’t. They are, …

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Women Who Blazed Trails in Business and Finance

Madam C.J. Walker

For Women’s History Month, LearnVest published an article about “Female Financial Trailblazers You May Have Never Heard Of” and whether you have already heard about these women or not their stories are inspiring. Even if you know of them, it helps to be reminded of what women can accomplish in business and finance. These women not only stood out for their skill in earning money; they were role models of leadership and left legacies of philanthropy and community service.

Madam C.J. Walker, daughter of former slaves, was orphaned, married, and widowed—all before she …

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Reasons #12 & #35 That You Might Need A Financial Advisor

Bob Dylan might need a financial advisorTrying not to be self-serving with this – I am, after all, a financial advisor.  The point of this post is to explain that, in spite of all of the negative press that folks in the financial advice-giving business often receive, there are still very good reasons you might need a financial advisor on your side.  You definitely need to make sure you’re been careful about choosing the advisor. There are plenty of articles to help you find one when you need a financial advisor.

The Basics

As I’ve mentioned here before on several occasions, there are three primary things …

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It’s My Turn to Retire-How do I Pay Myself?

It’s no surprise that more and more of my clients (and prospects) are coming to me as they approach retirement and are increasingly anxious about how to make the transition from accumulation of their retirement funds to distribution of those funds. Questions like “when should I claim social security, how much is safe to withdraw each year, what account should I take it from first, how will taxes affect my retirement, how should I safely invest during retirement, what should I budget for healthcare costs, what medicare plans are best for me?” are among the many questions on pre-retirees’ minds.…

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Taking a Closer Look at ETFs – the Importance of Liquidity when Investing

A 30-second read by Nicholas Scheibner: You may have heard about low- or no-expense-ratio Exchange-Traded Funds (ETFs), but cost is not the most important factor when investing in an ETF – it’s liquidity. You want to make sure that the ETF you’re investing in has a high daily volume of trading. Everything can seem great with an ETF … Continue reading Taking a Closer Look at ETFs – the Importance of Liquidity when Investing Read More

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