Archive - February 18, 2016

1
Deep Dive into Credit Cards
2
What Are The Odds That The Stock Market Will Go Up This Year?
3
What’s Your Five Year Plan?

Deep Dive into Credit Cards

Recently a client emailed me to ask, “What is the best credit card?” Then, at a family holiday, four of my nieces and nephews asked the same thing.

I have mixed feelings about credit cards.

As with most financial planning decisions, picking a credit card is a good opportunity to check in with your values. Can you express your values while picking a credit card? The answer is a qualified yes.

The best deals, however, are reserved for the people who express the value “I value the best deal.”Read More...Read More

What Are The Odds That The Stock Market Will Go Up This Year?

The stock market is inherently volatile, but it is more likely to go up than down. Defining “the stock market” as the aggregate capitalization of all the securities listed on the NYSE, AMEX and NASDAQ exchanges, there have been only 22 years out of 89 in which the markets were down. That means that about 75% of the time, the year ends with the stock market gaining money.

Those are good odds and a good reason to remain invested even after a year in which the markets went down.

But how volatile are the markets really?

Of the 22 …

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What’s Your Five Year Plan?

I was catching up with an old friend the other day, and he told me that his favorite question to ask Sailors is, “What is your 5-year plan?” That question immediately resonated with me in so many different ways, because it’s a philosophy that has resonated with me throughout my career, even if I never thought of it in terms of that exact question. This article serves to outline some of the dimensions in which you could (and probably should) think about in terms of a 5-year plan. JW-Thanks for the idea!

Military career-Obviously, since this blog is focused …

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