Have you ever dreamed of selling off your worldly goods and sailing away … indefinitely? Many have contemplated a nomadic senior lifestyle as an intriguing option. Of course, many reject it. The lure of friends, family and their own familiar bed is too powerful. If you do embrace the travel lifestyle, how can you juggle […]
Financial Planning
How Real Estate Can Slow Inflation
When measured over an extended period, home prices have been increasing at a slightly faster rate than that of inflation. In fact, the most recent spike in inflation arose as the result of a sudden surge in home prices, which insulated homeowners in a way that did not apply to renters. Fixed-rate mortgages and inflation […]
Don’t Let Inflation Run Away With Your Retirement
Inflation hit a 40-year high in May 2022. On many fronts, global prices have been rising due to pressures from supply chain disruptions, funds from COVID-19 relief checks, and the impact of the war in Ukraine. As a stark reminder, what a dollar could buy in 2000 now costs $1.70. Escalating prices are both a […]
Habits of Successful Investors
When Stephen Covey’s bestselling book “The 7 Habits of Highly Effective People” took off in 1989, it emphasized universal principles, mainly based on one’s character. A wave of prescriptive self-help books, videos, and articles followed, with applications in many fields, including finance. Here is a compilation of some guidelines from a variety of sources. Some […]
How to Choose the Right Probate Lawyer
Maybe you have been named executor in a will. Or, for an added wrinkle, suppose there is no executor or those named are either dead or unavailable. Compounding the problem, imagine you have decided the named executor is not up to snuff and must be replaced. In this article, we’ll provide valuable insight into how […]
Rethinking Relationships in Portfolio Management
Correlation is a statistical term used to describe how two variables, such as stocks and bonds, fluctuate in relation to one another. If stocks and bonds move in the same direction, up or down, their correlation is positive and measures between 0 and 1.00. These correlations might lead you to discover why rethinking relationships in […]
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