Five years after 2008, what have we learned? Is this a “teachable moment”? We pointed out during 2013 that 5 year returns jumped dramatically in October as the worst months of 2008 dropped off the 5 year timetable and became diluted in the 10 year returns. Using 10 years as a suitable timeframe for a…Read More
Financial planners are focused on the future, but for many people thinking 10, 20 and 30 years or more down the road is hard to do. When things are hard to do, people tend not to do them. So let’s make it easier!Read More
‘Tis the season for New Year’s resolutions!
But first, how did you do with your 2013 resolutions? Oh, you didn’t lose weight, exercise more often, spend more time with family and friends, save more money, go to church more often, get organized and become a perfect person? Join the crowd!Read More