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If you desire personal financial advice, please visit www.letsmakeaplan.org to find an advisor in your area who is a fiduciary.
Do you feel lost and overwhelmed by the language of investments? Are you at a loss where to start? Does financial news make you fearful? I understand.
Every morning I look forward to The Morning email from The New York Times. An article that ran not long ago struck a chord. It discussed “why economic inequality began soaring in the U.S. four decades ago.” The author, David Leonhardt, began: “If you look at historical data on the U.S. economy, you often notice …
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 …
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 …
Send me your questions
It is my goal to help you understand the financial world. There is no question that is too basic or simple.