Don’t Just Stand There! Do Something! (Women’s World Cup Edition)

Yesterday the USWNT advanced to the finals of the World Cup after the heroics of Goalie Alyssa Naeher in saving a penalty kick late in the match against England.  Imagine being inside the head of a goalkeeper facing a penalty kick.  Your job is to be the last one, standing alone, against an uncontested opponent.  […]

social security timing

Social Security Timing

We’re All Doing It Wrong A study was released that found that 96% of Americans choose the wrong time to start their Social Security benefits. With the option to begin guaranteed payments as early as 62, more retirees are electing this premature option than should, according to the study.  If someone elects to wait until […]

She Thought I Was Broke Until I Proposed: Money Conversations in Marriage

It is wedding season and couples are in the mindset of new possibilities and building on what they already know about each other’s hopes and dreams. As they progress toward common goals, every couple has a unique way of working together; A language and a rhythm unique to them.  Through dating we develop an insider’s […]

measuring risk

A Measure of Risk

There are two ways to measure how well you are doing in your investment account:  In percentages or in dollars.  Which feels worse: “I am down 5%” or “I am down $50,000”? For a $1,000,000 portfolio those are one and the same, but it is much more frequent that I hear down moves described in […]

June Market Note- Managing Expectations

In the last month, stock markets around the world have been adjusting expectations.  Expectations about the future are important because often it is not a matter of economies being good or bad that drives shares higher. Of greater concern is whether the economy is getting better or worse.  The U.S. economy growing at 2% instead […]