Can you relax this summer?

Can you Relax this Summer? An Investment in Knowledge, always pays the best Interest—Benjamin Franklin Most would agree that education provides us with greater insight, understanding, and choices. However, you may not have realized that just a little bit of financial education can help you relax the rest of the summer and beyond.  The good [...]

By |2020-08-06T21:47:53+00:00August 6th, 2020|Uncategorized|0 Comments

21 Lessons Learned from Early Retirement

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 [...]

By |2018-04-12T14:28:46+00:00April 12th, 2018|Uncategorized|0 Comments

What I Want My Clients to Know About the Current Market Volatility

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: [...]

By |2018-04-04T15:27:57+00:00April 4th, 2018|Uncategorized|0 Comments

What I wish my clients knew about a Financial Power of Attorney

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 [...]

By |2018-02-20T02:38:08+00:00February 20th, 2018|Uncategorized|0 Comments

Oh My–What is Going On? The Return of Market Volatility

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 [...]

By |2018-02-07T17:19:03+00:00February 7th, 2018|Uncategorized|0 Comments

DO MY RETURNS REALLY SUCK? -or- Why Your Returns May Not be What You Want?

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. [...]

By |2018-02-04T22:27:28+00:00February 4th, 2018|Uncategorized|0 Comments

Bitcoin, Tulips, and Behavioral Finance

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 [...]

By |2017-12-08T17:03:16+00:00December 8th, 2017|Betzel Wealth Advisors, Blog, Investments, Uncategorized|0 Comments