I’ll put it out there in the universe – I’d like to be a Brand-with-a-capital-B someday. Books, TV shows, t-shirts, memes, all featuring some witty quip of mine and making me money while I sleep. Like Suze Orman, only less irritating. That’s not even how you spell Suzie. Marie Kondo has it down. She…
Ah, Valentine’s Day. Love it or hate it, it does come with some great candy. Here is a quick recap of Valentine’s Day related investments (as of January 28th) to get you thinking about how to incorporate holidays into your investment management plans. Nestle (NSRGY), is down 1.26% for the past 12 months, but…
Do you have fears that keep you from moving forward with your life goals? I do! I have a fear of asking businesses for donations and sponsorships for fundraisers. This stresses me out since I find myself serving on many non-profit boards where that is the principal activity. What to do to get over…
Long winter days got you down? You are not alone? Fifteen to twenty five percent of people are thought to be affected by Seasonal Affective Disorder. Even if you don’t have all of the symptoms of SAD, you might be experiencing the winter blues. Since I want you to save for retirement/college/emergency funds, my…
Not sure if I’ve mentioned it in this blog, but I love to ski. As a naturally uncoordinated, slow person (no, I did NOT play basketball/volleyball/competitive swimming despite being almost 6 feet tall), skiing is the only sport I’ve ever even remotely looked good doing. For fellow skiers, have a laugh while thinking about your…
As I slide ever more deeply into middle age, I can look back on many relationships that I thought would last forever, and for some reason did not. Moving on made me feel guilty, strange, or sad. To my hairdresser, Bill: I thought you were the only person who could ever cut my insanely…
Give yourself the gift of financial sanity going into the new year with these 3 easy financial tips: Stop watching any sort of financial TV. MSNBC, Bloomberg, CNBC – they are all designed to sow fear and uncertainty in you so that they may sell more advertising. Their very programming advocates short term outlooks,…
Often, when discussing bond investments, people bring the idea of using municipal bonds. If the investments in question are in a non-retirement fund, this can make sense. But, how do we evaluate it? Let’s take a look First, some quick background. Municipal bonds are loans from the public to municipalities such as cities, counties,…
Since the stock market volatility of October, my financial planner friends and I have been pretty crabby. “Well, of course,” you say, “down stock markets are terrible for investment advisors.” Nope, that’s not the problem at all. Getting mad at the stock market for going down is like being angry at a toddler whose…
In times of uncertainty (rising interest rates, tariff wars), investors understandably want predictability, even if it means sacrificing return. Cash (savings accounts, money markets) offer stability, but not much interest. For people who are working, I suggest you keep 3-6 months of expenses in cash for emergencies and invest the rest for longer term…
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