I just read what I consider a very insightful, inspiring, and humbling article. Even though the article is addressed at those who wish to retire early, I believe the message of this article is useful for every investor no matter their age, income level, or net worth. CLICK HERE and take a few minutes to [...]
It is April 4th, 2018, and I am sitting in my office in Gahanna. The cool air, grey clouds, and slow drizzling rain seem to reflect the current mood of the market. The weather in Ohio--just like the stock market--will soon change. We all know that. I wish that every investor would consider the following: [...]
A Financial Power of Attorney is a very powerful and useful tool. However, there are several misconceptions about financial powers of attorney and what they can and can not accomplish. Here are a few that I wish everyone better understood. Can I use a Financial Power of Attorney to help my elderly family members now [...]
The markets are once again doing what markets do. Volatility is back in the headline news. Let's take a moment and look back at what's happened in 2018. The DOW opened at 24,809 on January 2nd and climbed to 26,616 by January 26th, an astonishing 7.5% gain in a mere 19 trading days. Monday was [...]
We all know that markets ebb and flow; markets experience upward and downward volatility. However, I have noticed that there are two times in an investment cycle when investors focus somewhat obsessively on returns: (1) When the market is really down--think 2008; and (2) when the market is really soaring--like the last year or so. [...]
I find investor psychology fascinating. Often, I have witnessed situations where the investor is his/her worst enemy. Many investors are unaware of the impact of investor psychology on the decision making process. Unfortunately, many financial decisions are made out of either fear or greed--neither lends itself to prudent and evidenced-based investing decisions. This is nothing [...]
I am writing in response to questions I routinely receive form clients regarding the Morning Star Rating system of Funds. I want to discuss Morningstar 5 Star Rating System. Please consider the following: Equity Index Funds by nature will never receive a Five Star rating because the Star Rating System is looking at past performance and [...]
We’ll uncover some of the little white lies found in the financial world. We’ll also talk about the excuses people make for their bad financial decisions.
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We get a lot of questions about 401(k) accounts. Today, we’ll spend some time answering those questions. We’ll also determine whether you’re an optimist or pessimist when it comes to retirement planning.