Why Investors Feel So Bullish
The stock market exploded higher in November along with cases of COVID-19, just as it…
SFSDecember 10, 2020
Year-End Tax Planning
Harvest losses now to help your next tax returnIf you have investments that have gained…
SFSDecember 10, 2020
Supersized Retirement Savings
If you want to supersize your retirement savings for early retirement or help you make…
SFSDecember 10, 2020
What’s Your Estate Plan?
I was recently reminded of the importance of having a thorough and reliable estate plan.…
SFSDecember 10, 2020
Market Resiliency Overcomes Biases
As we near the end of 2020, we can look back on what we have…
SFSDecember 10, 2020
Markets Might Predict Elections, But Elections Don’t Predict Markets
Election years are usually positive for stocks, and despite all that has happened in 2020,…
SFSOctober 5, 2020
The Emotional Cycle of Investing
Emotions are a dominating force that impacts every aspect of our lives. The decisions we…
SFSOctober 5, 2020
The Pendulum Swings
There is a giant pendulum that swings ever so slowly. When it gets to one…
SFSOctober 5, 2020
The Danger of Retiring Into Uncertainty
Your decision to retire may be one of the hardest you will make. A lifetime…
SFSOctober 5, 2020
Will Real Estate Stay Red-Hot?
Red-hot housing prices have impacted anyone looking to buy a home recently. Many people have…
SFSOctober 5, 2020