We are facing risks unlike any we’ve dealt with in our lifetimes. Being told you’re in danger triggers all your evolutionary defense mechanisms intended to keep you safe. Unfortunately, none of these instinctive reactions are useful in the arena of long-term...
It always hits our clients at some point after age 50. Retirement is no longer a mirage off in the distance—it’s a real event that’s coming into sharper focus. With that clarity comes new questions about turning retirement savings into retirement income. The...
What You Should Do in Response to Market Volatility It’s been a wild few weeks in the market as investors try to gauge how the coronavirus will impact global growth and corporate profits. In the sections below, I’ve provided links to the resources I...
Listen to This Episode On The Podcast An updated version of this post with new content is also available on my podcast The Long Term Investor. For most of your life, saving for retirement probably wasn’t a high priority. But as the years count down on your career,...
Any time you can leverage the power of compounding in your favor, it deserves your full attention. When the opportunity to earn compound returns happens in a place where you get a tax benefit at the same time, it’s a no-brainer to take advantage. Lowering or...
