Growing up in the tri-state area is beneficial for many reasons and one in particular is the ability to attend the Thanksgiving Day Parade in New York City. The Macy’s Thanksgiving Day Parade has been around for over eighty years and I have been fortunate to have attended several times in my … [Read more...] about Happy Thanksgiving 2022
The Difference Between a Forecast, a Wish, and a Worry
This post is written for us by David Booth, Executive Chairman and Founder of Dimensional and he highlights why there is reason to be optimistic. When I was growing up, our local newspaper, the Kansas City Star, was full of news and had one page for opinion. After decades of cable news and … [Read more...] about The Difference Between a Forecast, a Wish, and a Worry
5 Harmful Retirement Misconceptions To Avoid
When you plan for retirement and an exciting new phase of life, double-check your expectations. They may not match the reality. Baby boomers, currently in their late 50s to mid-70s, view retirement differently than the previous generations. Many boomers consider retirement as an opportunity to … [Read more...] about 5 Harmful Retirement Misconceptions To Avoid
Go Global for Diversification That Travels Well
US-based investors may believe they know America best. Accordingly, they are likely to put the bulk of their investments in stocks and bonds of US-based companies and in US federal and municipal fixed income securities. Given the size and relative safety of this market, that may seem a sound … [Read more...] about Go Global for Diversification That Travels Well
How to Invest Better—and Live Better
It can be challenging to start a conversation about investing. That’s why I encourage having a conversation before the investing conversation—what I like to think of as a “preamble”. Connecting life principles to investment principles is a powerful way to ground abstract principles in reality, and … [Read more...] about How to Invest Better—and Live Better
A Transformed Investor’s View of Market Volatility By Dave Goetsch
Seeing all the recent headlines about the sudden downturn in the stock market has transported me back to February of 2009, when I was close to despair. It’s striking how different I feel now. In February 2009, the stock market was down around 50% from its high, and everyone seemed to feel like … [Read more...] about A Transformed Investor’s View of Market Volatility By Dave Goetsch