Ahhh, Halloween, the funniest holiday of the year. Well at least according to these people. “Halloween was confusing. All my life my parents said, ‘Never take candy from strangers.’ And then they dressed me up and said, ‘Go beg for it.’ I didn’t know what to do! I’d knock on people’s doors and go,…
I guess it’s a good year in the stock market when the worst performing sectors (so far, as of writing this blog on September 13th) aren’t negative, just not up as high as the best performers. My sage advice for acting on this data – don’t get used to it! Here, with no particular…
A big topic of financial writing these days is The Mega Back Door Roth. Sounds like a King Kong type of movie and coincidentally has about as much use in most people’s financial knowledge as a giant ape movie in an Oscar race. As discussed in the previous blog, a back door Roth IRA…
This blog is a repeat of the topic of a Back Door IRA. The reason I bring it up again is that Mega-Back Door Roth IRAs have been in the news a lot lately. I’ll discuss those next week but thought we should all be on the same page of what the Not-Mega (aka Regular)…
I am very excited to present an interview with Nina Anderson, Wine Expert with Wine Shop at Home! For over 12 years, Nina has been helping people learn about wine through private wine tasting experiences. She says, “I take the snobby out of wine, because it’s just wine and it’s meant to be enjoyed with…
“Regret theory suggests investors who sell at the wrong time and miss out on gains experience regret that affects their judgment, leading to subsequent market-timing mistakes,” says Sarah Newcomb, behavioral economist for research firm Morningstar and author of the book “Loaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind.” Reading…
Calling all Bitcoin and Tesla groupies! This one is for you! A Rebel was the child who said, “You’re not the boss of me,” to his parents and the adult who says, “You’re not the boss of me,” to, well, his boss. Think of Elon musk thumbing his nose in Congressional hearings, but letting…
As an Upholder (me), Questioners (people I may be married to) can drive me bonkers. My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.” I don’t tend to ask why, if it can be done better. I just want to cross tasks off my list…
Obligers are the most common of the Four Tendencies. They tend to make fabulous friends, co-workers, family members, and spouses. That is because, “they tend to meet deadlines, keep their promises and follow through for others.” Where Obligers struggle is in setting expectations that might fall under the category of self-care and following through. …
First of all, did you take the quiz? Click here if you want to take it now. Upholders will have taken the quiz because I asked them to, and they are curious about themselves. Obligers will have taken the quiz because I asked them to and, well, I asked them to. Questioners might not…
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