You Have a Will, Right?
In our meetings with retirement plan participants, I always try to [...]
Keeping a Young Brain
As I approach the mid-century mark, I’m starting to do things [...]
[Don’t Necessarily] Sell in May and Go Away
One of the most well-worn Wall Street aphorisms has to be “sell in [...]
Low Tax Rates and What to Do
The chart below depicts Federal income tax brackets (married filing jointly) going back [...]
Four Types of Investors
Personality tests continue to grow in popularity. These tests include everything from fun [...]
Wall of Worry
While it may not be one of the most popular stock [...]
Forecasting: Don’t We Have Better Things To Do?
In a former life, I wrote a blog called “Obvious Insights,” that had [...]
The Dunning-Kruger Effect
Imagine you are in a room full of people. Maybe you [...]
Outcome Bias
In the same way that sunshine follows rain, the Wall Street [...]
Backdoor Roth IRA Conversions — A Word of Caution
A Roth IRA can be an important piece of many financial plans. It [...]