Forget the Pandemic. More People Worry About Money Matters.

WalletHub recently completed a study on the effects of the COVID-19 Pandemic and people’s attitudes around money.  Money problems have now surpassed COVID-19 as the top stressor in America. The study shows 71 million Americans anticipate having trouble paying their credit card bills because of the coronavirus. Not surprisingly, 79% of people think the credit … Read more

Our Four Investing Pillars

“Investing” requires a well-thought-out plan to succeed. One based on un-biased research and testing. Investing means consistently following the plan. Investing requires patience and perspective. Of course, this is the opposite of speculation. Our approach to investing for our clients has four pillars: Risk and return are related; that is, you trade return potential for … Read more

Are You Speculating or Investing?

There is a great deal of media coverage these days about new speculative approaches to making money and new speculative vehicles. For example, day-trading AMC and GameStop stocks influenced by Reddit subscribers and the hoopla around crypto currencies are two of the most popular media reports.  Notice that I called these “speculative approaches” and “speculative … Read more

Investing vs. Speculating

There is a great deal of media coverage these days about new speculative approaches to making money and new speculative vehicles. For example, day-trading AMC and GameStop stocks influenced by Reddit subscribers and the hoopla around crypto currencies are two of the most popular media reports.  Notice that I called these “speculative approaches” and “speculative … Read more

Five Actions to Consider If Inflation Worries You

Many client meetings these days include a conversation about inflation. People are worried because two recent stimulus bills have pumped trillions of dollars into the U.S. economy. Not to mention, the White House and Congress are considering infrastructure spending which will put even more money into the pockets of workers. In addition, the most recent … Read more

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8 Tips to Help Make Sure You Don't Outlive Your Money in Retirement