Investing Strategies

If you studied geometry in school you already know what an arc is. It’s nothing more than a figure that rises and falls like the trajectory of a rocket. But the simple math that generates that weird image can help you make much smarter investment, financial and retirement income decisions. Let’s look at this by [...]

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Have you noticed lately that every time you turn on the TV you hear about yet another catastrophic military conflict? Lately, people have taken the concept of “self-destruction” to a whole new level – and it’s not good. The human cost is beyond comprehension of course. And consider how current events lead to an epidemic [...]

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If you want to know how to invest well and achieve your long-term goals please understand that there are certain funds you should never ever even think about owning. That’s not to say you can’t make money at one time or another owning these funds. You can.  But unless you can predict the future, you’ll [...]

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Have your mutual funds ever declined in value on a day when the market went up? How can that happen? Does it mean you’ve got stinky funds that need to be dumped? Well….you may indeed have odorous investments but the daily performance isn’t necessarily a good indicator of it. It’s important to understand your funds’ [...]

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When I was in my 40s there were times when I felt a sense of financial desperation. I was saving like a banshee and working my “tush” off but I didn’t have a comprehensive plan. That’s pretty embarrassing for a financial advisor to admit but it was the truth. Anyway, it’s sort of a shame [...]

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Floating through life without an investment plan is like taking a ship out to sea without any navigation or communication tools. You are bound to get tossed around by poor weather at some point.  As a result you can get lost at sea very easily.  And when that happens, the chances of running aground rise [...]

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