Financial advising is in need of a good shift in thinking. Most advisors still operate like it’s the late 20th century, baby sitting assets, and for retirement income, selling some of those assets each month to cover the clients’ monthly expenses.
One of the things we need to help our...
Looking back at 2023, one thing we can reflect on is the winding road we navigated along the way. The last several years we’ve had alternating results and abnormal returns. In 2020, the S&P fell more than 33% before recovering before year’s end to finish up 18%. In 2021, the...
During the time I was writing this, I was interviewed for a podcast in which I discussed this very topic. To listen, click here.
For most of the last two decades, bond mutual funds were an easy and convenient way to purchase bonds. However, as rates fall, you are getting diluted by new...
