Questions You Were Afraid To Ask A few months ago, I started a series of letters called “Questions You Were Afraid to Ask.” Each month, we look at a common question that many investors have but feel uncomfortable asking. Because when it comes to your finances, the only bad question is the one left…
Intro to Biblically Responsible Investing Over the years I have been asked numerous times some version of, “Is there a way I can direct my investments where I want them to go?” After further conversation it was more about, can I direct them where I don’t want them to go? For me, finding…
Will It End? I’m writing about gas prices again. I last touched on this in July. And less than 12 months later I’m writing about it again. If you’ve driven anywhere in the last week, you’ve probably seen it. The sign on the side of the road. The one that makes your jaw drop. …
With apologies to George Harrison and the Beatles, we know the headlines are nowhere near gently anything. As you may know, the market has gone into correction territory – meaning a drop of more than 10% below the most recent peak. (For the Dow, this “recent peak” was near 37,000 back in early January.) Whenever…
I just returned from a short investment conference in Orlando. I’ve been reflecting on some of the conversations I’ve had over the last few weeks with clients, investment managers, colleagues and other advisors. Ukraine has recently been the source of many of these questions and conversations. Everyone seems to want to know what the…
Most went on their merry way and $30T slipped right by us. Was it Putin and the fog of war? Rising interest rates? Ottawa? Extraordinary inflation? Most didn’t notice the alarm clock RINGING to wake us up to $30T. I’m referring to $30 TRILLION of US national debt. The milestone was hit in…
Questions You Were Afraid To Ask A few months ago, I started a new series of letters called “Questions You Were Afraid to Ask.” Each time, we look at a common question that many investors – especially new investors – have but feel uncomfortable asking. Really, there’s no such thing as a bad question!…
I am asked regularly why an Annuity can pay a higher rate than a CD if all interest rates are similar. This short Kiplinger article shares that banks and credit unions make their money on loans: personal loans, commercial loans and mortgages. Interest rates on these loans are very, very low currently. Banks also…
What You Need To Know One of the trickiest—and most critical—Social Security planning strategies applies to widows and widowers who are between the ages of 60 and 70. If this isn’t you, please forward this to someone you know who may find it useful. If you (I am using one gender here but…
Questions You Were Afraid To Ask I recently started a new series of posts called “Questions You Were Afraid to Ask.” We will look at a common question that many investors have but feel uncomfortable asking. Because, after all, when it comes to your finances, there’s no such thing as a bad question! …