I recently attended a holiday concert that featured a brass instrument group and two choirs – one of middle school and one of high school age students. One of the songs the combined choirs sang brought me to tears. I attended the concert with my partner and my four sisters along with their “pluses”. Music […]
LOOK FOR THE LIGHT Read More »
Are you retired or is retirement within sight? Congratulations! Now you can do all those things you have dreamed of doing in your leisure years – travel, spend time with family, volunteer, play more golf or pickleball, or try something new. Up to this point, you have probably focused on growing your wealth within comfortable
THE THREE BUCKET INVESTMENT PORTFOLIO Read More »
I am a “mature” woman. Although I am retired, I do not think of myself as old. I exercise several days each week in a well-equipped gym – an hour on the stationary bike at high resistance and 10-15 minutes of rowing strokes. I also walk 4-5 miles at least two times a week. I
MY SCAM STORY: DO AS I SAY, NOT AS I DO! Read More »
If you read financial information on social media or subscribe to publications, you very likely have seen references to direct indexing. What is it and is it something you might consider? First, a quick review of indexing as the term is used in investing. What is indexing? “An index is a method to track the performance of
A DIRECT INDEXING APPROACH TO INVESTING Read More »
This is the second in a series covering some of the words used to describe different aspects of the stock market. The characteristics of and differences between domestic markets, international markets, emerging markets, and developed markets were covered in the first blog, Are Stock Descriptions Confusing? Today I will cover descriptions and the importance of
WHY IS MARKET CAPITALIZATION IMPORTANT TO AN INVESTOR? Read More »
Volumes have been written about love in its many forms – romantic, friendship, familial, universal, practical, and self-love – to name a few. When we hear the word “love” you may even picture an actual example of one of the types of love. I recently spent a couple of days with my four sisters at
WHICH WILL YOU CHOOSE – LOVE OR FEAR? Read More »
When I think of my father, I think of music. Music was not only his livelihood for most of his career, but also his passion. As a band instructor, he could play any instrument. However, his own specialties were the violin and saxophone. Dad was my instructor as a beginner on the flute and, before
With the above parting admonition Steve Jobs closed his commencement address at Stanford University in 2005. No matter your age, there is a message in this for each of us. Jobs’ speech had three main points.[i] Dots will somehow connect in your future. Find what you love. Death is the destination we all share. Dots
“STAY HUNGRY, STAY FOOLISH” -Steve Jobs Read More »
To celebrate the role our mothers, or mother surrogates, play in our lives, I want to share a blog I wrote in 2022. It reflects on my heritage and the women whose lives influenced mine, especially before I was born. My story is probably like yours. There are key players and others that have come and
A MOTHER’S DAY TRIBUTE Read More »
Have you given your legacy any thought? Do you want to leave money to a favorite non-profit or educational foundation? Do you want to make life easier for your children and grandchildren or perhaps help them with higher education or debts? Perhaps your legacy may not be monetary, so you are giving thought to other