If you are like a lot of other people, you are probably asking yourself, does asset allocation still work? You probably began your investment journey when your employer offered you a retirement plan. More than likely, your employer-provided some basic information about how to … [Read more...] about Does Asset Allocation Still Work in 2023?
Investment Planning
What’s After Disappointment?
It’s recovery! After 2022, I ask myself, what’s after disappointment? You might expect to see some graphs with squiggly lines to explain how to recover from investment losses. Instead, let's try something different and more common. See the picture with the perky green … [Read more...] about What’s After Disappointment?
For Everything There Is a Season
Admittedly, change is uncomfortable. I was thinking of this while harvesting my tomatoes last week. Have you ever heard the quote, "for everything there is a season?" It applies to life, relationships, gardening, finances, and a lot more. Actually, if you give it some thought, … [Read more...] about For Everything There Is a Season
Watching and Waiting
When will something happen? Meet my dog, Ranger. He’s watching and waiting! My children were not only watching and waiting for Santa in past years on Christmas Eve. But they were watching and waiting for our dog to talk too! Have you ever heard the tale of the night that the … [Read more...] about Watching and Waiting
Candy & Tax Breaks
Learning From the Past This past Thanksgiving brought up a few memories from my past, candy, and tax breaks. One of my favorite memories is of a candy recipe my grandmother used to make over the holiday. One of my least favorite memories is of a surprise tax bill. I want to … [Read more...] about Candy & Tax Breaks