If this pandemic has taught us anything it is that everyone has questions, problems, goals, victories, losses, fears, gains, excitement, despair, greed, generosity, and insecurity about money. You don’t have to be poor to worry about money or rich to…
In case you are wondering what goes through the mind of financial advisers during brutal stock market downturns, here is a peek behind the curtain. Obviously, just me, I can’t speak for all my adviser friends. Feeling #1: Discouraged.…
Over the past 15 months, I have been in a LOT of family therapy. And the one thing I have learned is that when a person is feeling strong emotions (fear, anger, insecurity), the rational part of their brain (the…
So, you’ve seen all the newsletters advising you not to panic and sell as the stock market loses 20% in a week. You may even hear investment folks encouraging you to buy stocks if you have any cash. But, as…
The first quarter rite of passage for financial advisers seems to be attending economic forecasts. Yes, it is absolutely as fun as it sounds. Zzzzzz. I try to avoid these meetings because market forecasts are almost never right and…
An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs. This has received a lot of press, so I guess a lot of people are worried about it. Is…
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