As a child, I always loved Halloween. The idea of getting dressed up and trick or treating for candy at the local recreation center was something I looked forward to every year. Even now, I still get excited about the thrill of a good mystery or scary story during a windy fall evening that captures the spookiness of the season. … Read More
The Tools in Your Swiss Army Knife Retirement Plan
As Boy Scouts, my kids love their Swiss Army knives. They use them for everything and always take them camping. These all-purpose tools have a knife, file, screwdriver, scissors, tweezers, bottle opener, and more. As you are planning for retirement, you may find you have a Swiss Army knife full of accounts, each with different functions. They all hold a … Read More
How to Read a Morningstar Report
When meeting with clients to review their portfolio holdings, one of the most frequent questions I’m asked is: “Is this a good fund?” And at first glance, I’m not always sure. Funds don’t have feelings or emotions, so ‘good’ isn’t always the right descriptor. Financial products are not inherently good or bad, but how they are used can be either … Read More
When it Comes to Financial Decisions Should You Go with Your Head or Heart?
How do you decide when and where to spend your money? Do you use a rational, well thought-out process — with every dollar being accounted for or do you just throw caution into the wind and go with what feels right? If you’re like most people, you probably do a little of both. Consider this: just about any decision that … Read More
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