…self-fulfilling. Higher rates on short-term bonds can pull more cash into shorter, safer investments, leaving less money available to fund longer-term investments. Banks are less profitable as they make less…
…of our financial planning recommendations is the Acropolis Financial Forecaster® (AFF). Unlike traditional financial planning models, the AFF generates a thousand scenarios that include market crashes, hyper-inflation, asset bubbles, deflation,…
…a high level of attention and service. We use our expertise to fulfill our fiduciary responsibilities. And, we always work to protect the comforts earned by our clients. We work…
…buy: Less than the amount today. 64% of Americans answered correctly. Question 3 Answer True or False: A single company’s stock usually provides a safer return than a stock mutual…
…Gates and Amancio Ortega, earned their fortunes founded businesses. This weekend, his company, Berkshire Hathaway, released its annual report and his Chairman’s letter is always worth reading. Here’s a link…
…issues for spouses, when you might be eligible on another worker’s record, as a widow, widower, a surviving divorced spouse, etc. Not only are there many different rules, but also…
…higher to me. Our strategy today does not involve attempting to time the bond market. Like most people, we assume that interest rates will rise in the coming years, but…
…a stock, evaluate their prospects, make some estimates and assumptions and come up with an intrinsic value. The efficient market folks say that their intrinsic value estimates, on average, are…
Legendary investor Peter Lynch once said that if you spend 13 minutes per year on economics, you’ve wasted 10 minutes. Although I spend more than three minutes per year looking…
…IRA or Roth IRA within 60 days. If completed within a 60 day period, there are no taxes or penalties. I’ve done this maneuver before personally, thinking that it was…
