7 days of stock market panic. Whether it was due to the market being overbought, the possibility of a socialist becoming president, that Coronavirus is going to cause a pandemic that will potentially eradicate a large portion of the world’s population (and/or possibly cause a recession), it should not change how you invest. I don’t…
The following article was published on HumbleDollar.com, which is an excellent website run by a giant in the personal finance journalism space, Jonathan Clements. I have a few upcoming pieces that will appear on HumbleDollar (and will republish them here after receiving Jonathan’s permission). The first two articles both deal with index funds and are…
A few years ago, an attorney came to me with a dilemma that had clearly been weighing on her mind for a long time. She sat in the back of one of my tax and estate planning classes and had heard me discuss the analysis paralysis that I had seen many of my clients face…
As we approach the end of the year, today’s note is more practical than critical analysis because the basics are, in many ways, as or more important than all the nuances in financial planning. Financial blogs love hot takes to generate more clicks and advertisement revenue, but I believe it’s critical to address the basics.…
