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Don't Panic

MARKET ANXIETIES AND FEARS

Earlier this week I spoke to a group of retired women about investment strategies in retirement. We talked about the need to review your asset allocation (my blogs The Key to Investing – Know Yourself and Asset Allocation=Investment Chili) and assess investment concentration (my blog Diversification vs Concentration) One of attendees asked me to write …

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Financial Vigilance

FINANCIAL VIGILANCE

What a drag! Taking care of finances is bad enough, you say (especially when the news is not great), but now you are telling me that I need to also be vigilant? What do you mean and how much time is that going to take? I am so glad you asked! Financial vigilance can take …

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Series I Bonds

SERIES I SAVINGS BONDS

One type of investment offered by the U.S. Treasury is often forgotten—I Bonds. When I was young, my parents bought U.S. Treasury Series E (purchased at a deep discount) or H Bonds (purchased at face value) for me. I bet someone in your family owned them, too. I cashed in some of them to purchase …

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Running Upstairs

UPWARD MOBILITY

Upward mobility: the capacity or facility for rising to a higher social or economic position. (Merriam-Webster) Not every person reading this blog strives for upward mobility, but I would wager that most of you do. It is the idea that you want to make a better life for yourself, your family, and your heirs. Some …

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Trees & NFTs

NFTs AND TREES

What are NFTs and what do they have to do with trees? Good questions! We’ll get to NFTs in a minute, but first let’s look at trees. I recently spent a weekend with family at a beautiful cabin in the forest. We are fortunate to regularly escape the heat of the summer and relax in …

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Let your light shine

LET YOUR LIGHT SHINE

I have a block of time that I set aside for “quiet time” or meditation each day. I must admit that some days I let other “pressing” matters take over that time slot and then I inevitably regret it. My quiet time is time I try to spend either in nature or observing it. I …

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