Elections, politics, family, holidays, work, environment, health, wealth… You have a list of concerns and I bet it goes on and on, just like mine. We are bombarded in the media with not only the issues facing us but also with lots of ways to deal with them that will make everything better. Vote for […]
THERE IS NO WAY TO PEACE; PEACE IS THE WAY. (A.J. Muste) Read More »
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
MARKET ANXIETIES AND FEARS Read More »
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
FINANCIAL VIGILANCE Read More »
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
SERIES I SAVINGS BONDS Read More »
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
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
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
LET YOUR LIGHT SHINE Read More »
My last blog talked about my vacation memories and the process I go through to edit and store the highlights of a trip. Most of my memories are in the form of photos, but some very special memories are videos. On our vacation this summer, my partner took part in a bluegrass jam session in
FINANCIAL SELFIES – PHOTOS AND VIDEOS – PART 2 Read More »
I just got back from a vacation and am in the process of reviewing and editing my photos and videos. It takes a little time, but the product—the highlights of our trip—will be worth it. I will remember the grade school graduation ceremonies of three grandchildren; the hike along the Rim Trail of the Grand
FINANCIAL SELFIES – PHOTOS AND VIDEOS Read More »
First, a quick review of bonds in general. You might want to refer to my blog, Asset Allocation = Investment Chili. In that blog, I talked about taxable bonds—those issued by corporations to fund operations, research, or capital improvements. Bond Review Bonds represent debt, an IOU, or a loan. When you own a bond, you
WHAT ARE MUNICIPAL BONDS? Read More »