What To Do With Your 401(k), If…
1: You are still employed by the sponsor company Keep investing! The 401(k) implements an…
SFSJune 5, 2020
Facing Coronavirus Uncertainty, Think Long Term
I often include the phrase, “Past performance does not guarantee future results,” to remind us…
SFSJune 5, 2020
The State of Retirement
When asked, “When are they going to retire?” Most people reply with a specific age…
SFSJune 5, 2020
Could Your Emergency Savings Use a Boost?
If we have learned anything from the last 90 days, it is to expect the…
SFSJune 5, 2020
Year of the Coronavirus
Coronavirus was difficult to recognize and impossible to track when first contracted around November 17,…
SFSMarch 16, 2020
A Neglected Tax-Saving Strategy: Qualified Charitable Distributions
There are two types of people who complain about paying taxes, men and women. We…
SFSFebruary 13, 2020
Election Years: Positively Volatile
It may turn out to be a typical election year. I expect stocks to be…
SFSFebruary 13, 2020
Climbing a Wall of Worry
Climbing a wall of worry is a common phrase in the investment world. The implication…
SFSFebruary 13, 2020
How Do You Stack Up?
It is no secret that Americans need to save more for retirement. The amount of…
SFSFebruary 13, 2020
Investing Is Not Like Buying A Refrigerator
Some people think that investing has been simplified so much that it is like buying…
SFSFebruary 13, 2020