I was looking forward to attending the spring National Association of Personal Financial Advisors Conference last week in Denver. A bonus was the Cincinnati
Tricksters abound in times of crisis. They are opportunistic and clever. As the COVID-19 outbreak advances, so do their efforts. According to the FBI, scammers
“History doesn’t repeat itself, but it often rhymes.” —Mark Twain
So how does our current situation rhyme with past market challenges? As I write this article
I participate in a small strategy group that has monthly conference calls. This month’s focus was managing income distributions during a prolonged market
I am often asked, “Am I on track?” Every situation is different, but some objective measures can be used as a snapshot and tracked over time to measure progress
Year-end is my time for reflection and renewal. Business owners use it to set goals and develop a plan with benchmarks for the next year. I started applying
There is no gift that says “I love you” like a lower tax bill in April. Between all the holiday parties and batches of eggnog, there are some financial tasks to
I grew up in the days when Halloween was fun and safe. The only downside was that I had older brothers who made a point of trying to scare me—and they often
In my much younger days, I never planned to get married and certainly didn't plan to have children. The last thing I thought I would do was to stay home with
My brother was visiting from China, and we got into a discussion of the stock market and the impact of high-frequency trading, or HFT.
Oh, the things we
I remember picking my oldest son up from school, when out of the blue he asked, “Mom, what’s the difference between a Roth and an IRA?” Pretty astute for a High
I am in this great financial-planning book club. We read and discuss one book a year. The downside is that we have a video conference to discuss the book
