Enjoying a Timeshare Vacation without Breaking the Bank
My wife and I recently sat through a timeshare sales presentation. We received an attractive postcard in the mail a year ago with an invitation to stay at a wonderful resort in Orlando for a reduced rate. The only caveat was that we needed to attend a 90 minute sales presentation. Our sales person was […]
Managing the Marathon: Balancing the Miles of Your Financial Portfolio
Balanced running extends beyond sheer physical strength. It’s the art of harmonizing different aspects within running. For my mathematical enthusiasts, this all began with American exercise physiologist Jack Tupper Daniels and his formula to V.O2 max training. Jack’s findings tell us a 17:30 5k is the equivalent fitness to a 5:06 mile, along with various […]
Exploring the Role of Cryptocurrencies in Modern Investment Strategies
The investment world is continuously evolving, and cryptocurrencies have emerged as a notable topic of interest. Digital currencies such as Bitcoin and Ethereum are increasingly catching the eyes of investors, raising questions about their place in a well-rounded investment portfolio. This blog post explores the dynamics of cryptocurrencies as part of a diverse investment strategy, […]
The New Investment Strategy That You Should Consider
Have you ever heard the phrase “What’s old is new again?” Well, if you haven’t, now you have. To be honest, titling this article in the spirit of what it is about would likely have you scroll right by it. Two whole sentences in and I still have you wondering what the actual topic is. […]
Holiday Budgeting: How to Spend Smart This Holiday Season
Holiday shopping can be stressful as prices are increasing, and it can be easy to overspend on gifts for family and friends. With the additional purchases of decorations, travel expenses, and holiday foods for the festive family get-together, it is important to put aside time to plan accordingly to help relieve some of the unwanted […]
A Look at the Market – November 2023 Update
November was the best month for the stock markets since 2008. The S&P 500 equity index rallied 9% and the bond market did well too with the 10-year Treasury yield dropping from 4.91% to 4.35%. The best performing sector in the S&P 500 was the Finance sector. Regional banks have been under pressure as the […]
A Year-End Portfolio Review: Key Considerations for Portfolio Health in 2024
As we approach the close of another year, now is the perfect time to review your financial portfolio and make sure you are prepared for the potentially volatile market that the New Year will bring. This has become particularly important this year given all of the recent instability we have seen in the markets along […]
Retiring before Medicare is Available … What Do I Do?
You have been preparing for this transitionary period throughout the course of your career and you have finally arrived. Welcome to Retirement. During this time, you begin to consider what steps must be taken to ensure an enjoyable retirement. Retirement Planning is an exciting and anticipatory time in one’s life. However, for some people, retirement may […]
Is My Retirement a Failure If I Go Back to Work?
For more than twenty years you meticulously planned for this transition. As your career developed, you put in the hard work and made significant contributions to your company. All the while, in the back of your mind you anticipated the day you would be able to retire. That day arrived with great excitement and full […]
A Look at the Market – October 2023 Update
October has historically been a poor month for equity investors with major stock market crashes in the Octobers of 1929, 1987 and 2008. This past October, the S&P 500 stock index fell by 2.8% weighed down by… The uncertainty that comes with a new Middle East war Political infighting even within singular parties as witnessed […]
