Early on, indexes were designed to offer a rough idea of how a market segment and its underlying economy were faring.
We have just experienced the third-best first half, in terms of U.S. market returns, of the 2000s.
US market returns and a variety of interest rates and found the empirical relation has been weak and noisy.
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 …
“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 …
Monthly statements can be difficult to read. Short term performance reports of three months or a year may not be helpful.
“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
Where you spend your money and on what you spend your money is reflective of what your values are.
Given the cost of food, clothing, housing, travel, and medicine, I’m thankful I’m living in today’s 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?
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.
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 …