Every day as I prepare breakfast, and then again at lunchtime, I watch parents drop off and later pick up their preschoolers at a church near our house. The little ones hop and skip to where their friends are playing, even if there is a foot of snow on the ground. They are always happy, […]
SAVING FOR EDUCATION Read More »
“Numbers, numbers, numbers! Everywhere I look there are numbers! I hate math, I hate numbers!” Wow! Does that sound like you? Maybe not every day, but some days? Right now, I am trying to put together all the forms and records needed to file my income tax and, I will tell you, there are days
NUMBERS, NUMBERS, NUMBERS! Read More »
Mutual funds and exchange-traded funds have many similarities. A previous blog this month covered mutual funds, and now it’s time to talk about the newer kid on the block—exchange-traded funds or ETFs. I was part of the institutional sales force at Vanguard when that company decided to expand its offering of ETFs and market them
EXCHANGE-TRADED FUNDS Read More »
It’s time to talk about products for investing! Are you ready? This week’s blog will cover the basics of mutual funds and a blog later this month will cover exchange-traded funds, along with pros and cons of each. What experience do you have with investing? If you have a retirement plan at work, you probably
As February begins, I am feeling very loved and very loving. Every store I enter I see reminders to share the love I feel with my family, partner, and friends through thoughtful cards, gifts, or shared memories. Don’t you wish this feeling of love would last the whole year? I do! I feel very loved
LOVE IS IN THE AIR Read More »
Last week my blog covered risk because we deal with risk in our lives every day. It described the different kinds of risk and mentioned that financial risk is a part of investing. We sometimes become complacent when the stock market goes up and up and up, but there is inevitably a downside, and we
DIVERSIFICATION VS. CONCENTRATION Read More »
Risk is defined as a situation involving exposure to danger, harm, or loss. You experience risk and deal with it every day in many ways. You get in your car or truck and put on a seatbelt. You go to a pharmacy and buy toothpaste and mouthwash. You wear safety googles or glasses in your
Exciting news! My book is available at three local and independently owned stores. I take any chance I get to browse and shop at these creative stores. Supporting local businesses is so important right now – they really are the fabric of our communities. If you are able to, please visit them and even better,
BUY MY BOOK AT YOUR LOCAL STORE Read More »
With its ups and downs, pros and cons, 2021 is now history and we start with a clean slate and a fresh start in year 2022. How exciting! We can make this year whatever we want it to be! Picture it! I am not big on new year resolutions but there are some changes that
HAPPY NEW YEAR 2022! Read More »
I am thousands of miles away from my family—they are in Arizona and Florida, and I am in the Midwest. The holidays can be difficult but, thanks to FaceTime, I can watch them opening presents, baking and decorating cookies, playing with their pets, and eating a holiday meal. We can sing carols together and I
WHAT IS YOUR INVESTING STYLE? Read More »