Is Social Security Going Broke?
Imagine that you are a passenger on a ship. The captain informs you that you are cruising at 20 miles per hour and […]
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Data & Charts
Basics: South Florida or The Sahara Desert?
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida,
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Basics: The Power of Equity Dividends
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas
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2022 Annual Limits Relating To Financial Planning
RETIREMENT PLANS Elective deferrals 401(k), 403(b), 457, and SARSEPs$20,500Catch-up contribution $6,500 Defined contribution (§415(c)(1)(A))$61,000Defined benefit (§415(b)(1)(A)) $245,000SIMPLE plan$14,000SIMPLE catch-up contribution$3,000Maximum includible compensation Highly
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Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times
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Impact of Diversification
These portfolios illustrate the performance of different global stock/bond mixes and highlight the benefits of diversification. Mixes with larger allocations to stocks are
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George Washington, Geopolitics, and Investing
Although it now celebrates all of our Presidents, what we now call “Presidents Day” in the United States was at first a commemoration
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Why Should You Diversify?
With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention toward the role that global diversifcation plays
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A Neutral Position
As November 3rd draws nearer, the election looms larger in the minds of all investors. Recently, one of my clients and a friend
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Investing and the 2020 Presidential Election
The 2020 Presidential election is heading towards us quickly, and concerns about the pandemic and the economy mean that the election probably has
Investing and the 2020 Presidential Election View More »