Articles
Value Investing Continues To Hold Up In 2022
How are you feeling about the world, the market, the economy, and everything else? It’s a little rough out there for everyday folks who want
Why Are Bear Market Recoveries Overshadowed?
Lazy Saturdays are the best. On one such recent and glorious occasion, I managed to change out of the bathrobe just long enough to patronize
The Violence Of Economic Recoveries And The 30-For-30 Can Leave Market Timers Behind
A few weekends ago I was shopping for pancake mix at the grocery store with my 10-year-old son, Jake. The day prior, the Standard &
A Painful Start To 2022 For Investors. Is Relief In Sight?
2022 has proven to be a difficult year thus far. If it feels like it’s been a volatile year for stocks, it’s because it has
Revamping The Happiness Quiz: New Questions Answered
I have written two books and many articles about the differences between happy and unhappy retirees, the accumulation of which required countless hours of surveys
Women Are Part Of The Financial Equation
As a financial advisor, I can say without hesitation that in 60 percent of my meetings, the person sitting on the other side of the
Taking Advantage Of The Coming Great Wealth Transfer
What would you do with an unexpected gift of $220,000? Inversely, what would a $220,000 contribution from you mean for your legacy and loved ones?
Secrets To A Happy Retirement: Give Yourself Permission To Travel
The past two years have led to so much rescheduling that even my postponements have postponements. I call them COVID COVID trips because COVID forced
When Does It Make Sense To Pay Off Your Mortgage Early?
To pay or not to pay? As much as I try not to invoke Shakespeare when weighing financial decisions, that is an important question to
Q&A With Wes Moss: Roth Conversion And Diversification
In addition to my radio show, “Money Matters,” which airs weekly on News 95.5 and AM 750 WSB radio, I also host the “Retire Sooner”
The Russia-Ukraine Conflict And Economic Anxiety
It has been a tough few weeks watching the Russia-Ukraine conflict unfold. First and foremost, this is terrible for the Ukrainian people. I can’t even
Fraud Alert! Beware Of Suspicious Phone Calls, Text Messages, And Letters
Our office has received an uptick in clients who have fallen victim to fraudsters posing as a company the victim knows and trusts. They call