Investment
July 20, 2021
‘Rethinking Forward’ has been a life-long pursuit of study that began in college, continues fervently today, and will continue for the remaining time that I’m on this beautiful and amazing blue and green planet. ‘Rethinking Forward’ means going against the crowd, skating to where the puck is going to be, avoiding groupthink, and looking for the true meaning in the investment markets. In planning for being work-optional, it means not using the last 48-hour news cycle to plan for a 30-year retirement. Or to put it another way, it’s avoiding the recency bias of current information in making long-term decisions. […]
June 17, 2021
These days, planning to retire —or as we like to call it, making work optional— isn’t a luxury; it’s a necessity. Making work optional has become too complex to just pick a day and stop showing up to work. And it’s more than complex— it is also expensive. You have to factor in expenses, taxes, and other spending. There are many ways to pay for it, but which ways are the best ways? How much do you need to save? How should you invest? Many pre-retirees don’t know the answers to these questions. As a result, there are several common […]
January 16, 2020
2010-11: Aftershocks of the Great Recession The best way to see how much can change in a decade is to remember how things were at the end of the last one. In 2010, we were coming off the worst decade for stocks since the 1930s. The Great Recession had devastated the retirement savings of millions of people. Many of the world’s most famous financial institutions had collapsed. And the national unemployment rate was near 10%.1 It was a scary and uncertain time. Many investors had fled the markets entirely by 2010, some for good. As a result, they missed a […]
July 1, 2019
When you are sitting around your dinner table, having tough conversations about your legacy, your children’s future, and how to plan for what’s ahead, don’t forget about the ball of fur at your feet, waiting for the next crumb to drop! 68% of U.S. households have a pet, and as pet owners ourselves, we understand that a dog, bird, or even a herd of cats, are considered part of the family! No matter how many things Fido chews up, you love him all the same. So what does Fido’s future look like when you’re gone? Include your pet in your […]
