Investment Strategy

Getting Rich Safely with Portfolio Strategies that Work

When you look at how much has changed over the last four years, it’s important to consider how much will change in the next...

“I’m Not Going to Invest Until After the Holidays”

Inertia. It’s a mighty foe. You can beat it back, but it’s not easy. You can always find reasons for not investing. Here are...

Are You Getting the Financial Advice You Deserve?

Now that voters have spoken, we know that in the words of James Carville, "It’s the economy stupid." The election results showed that the...

The 4 Biggest Surprises of the 2024 Election

Are you tired of the election yet? It’s been years, not months, that many of us have been waiting for this moment. There will...

How to Double Your Money in 10-Years

Are you familiar with the Rule of 72? It’s easy. Divide 72 by your expected return, and that’s how many years it will take...

Know Thyself: “Don’t Just Do Something, Stand There”

“Don’t just do something, stand there,” is one of my favorite quotes by the late, great Jack Bogle, founder of the Vanguard Group. In...

Dreaming of Queen Mary 2, MJ, and YOU

Earlier this month, the ocean liner Queen Mary 2 was anchored in Newport. “I know you,” I thought to myself, remembering the Atlantic crossing...

With Stocks Up, How’s Your Portfolio Risk?

With stocks having a banner year, today may be a good time to look at your overall asset allocation. Do you have enough bond...

Are You Ready to Calculate Your Income Potential?

You read here about how hard it can be to spend money, especially in retirement. It’s not easy for successful Americans on Main Street,...

What the Fed Rate Cut Means to You: Part III

With the return on cash and money markets coming down, expect investors to look for ways to replace the juicy yields they’ve become accustomed...