Primer on Indexes; What Are They? Part 1.
Early on, indexes were designed to offer a rough idea of how a market segment and its underlying economy were faring.
A Take on 2nd Quarter 2017
We have just experienced the third-best first half, in terms of U.S. market returns, of the 2000s.
Research in Focus: Interest Rates and Equity Returns
US market returns and a variety of interest rates and found the empirical relation has been weak and noisy.
New Fiduciary Rule; Who Can You Trust?
Friday, June 9 quietly marked an historic day in the financial services world. On that date, all financial advisors will be required to forego any sales agenda and give advice that would be in the best interest of their clients or customers—or, if they …
Flippin Rich
“Most people don’t want to become rich. They want to be rich.” John Thornton In this video, John states obviously that to become a millionaire, you need to spend $1,000,000 less than you earn. He describes some interesting money principles about compou …
Are your monthly statements helpful?
Monthly statements can be difficult to read. Short term performance reports of three months or a year may not be helpful.
Self Discipline
“In reading the lives of great men, I found that the first victory they won was over themselves… self-discipline with all of them came first.” Harry S. Truman
Is What You Are What You Think You Are?
Where you spend your money and on what you spend your money is reflective of what your values are.
Economic Progress
Given the cost of food, clothing, housing, travel, and medicine, I’m thankful I’m living in today’s time.
10,080 Minutes: Living What Matters One Week at a Time
The work-rest cycle of one week, 10,080 minutes, is plenty of time to accomplish small goals or at least work towards greater life goals. But do you create a lifestyle that makes living all 10,080 minutes per week meaningful?
Can You Predict a Good Time to Buy and Sell Stocks?
I believe it is very difficult, if not impossible to predict the future, certainly over the long run. And, it’s much less possible to make a profit from guessing the future.
Ready to Retire? Consider These 5 Questions
Question 1. Why are you retiring and what will you do in retirement? Are you retiring to something? Consider what activities you will retire to. Question 2. Do the numbers work? Do the numbers support your lifestyle? If not, you can save more or chan …
