Consulate U – Class 2 – The Rest of the Universe of Investing
We’ve discussed the Risk-Free Rate, but if that return is not enough to meet your goals, where do you turn? There are no shortage of options, and we’ll attempt to cover most of them in this article and upcoming webinar.…
The Elements of Estate Planning Most Missed
Many equate estate planning with creating a will. So, when you finally get around to writing your will-- a task most of us prefer avoiding rather than addressing, you feel satisfied that you took care of everything. Unfortunately, though, you…
To Extend or Not to Extend?
It seems every year most people want to have their taxes filed by April 15th, and nobody wants to file an automatic, no questions asked extension till October 15th. It seems to us as many feel they are doing something…
Investment Risk Management
It is one thing to understand the universe of investing, but it is another thing to know how to work with it. The universe of investing tells us that any investment that yields more than the safe rate of return comes…
Working Beyond the Age of 70
There are many benefits to working beyond the age of 70, the greatest of which is that those who work later in life—and enjoy what they do—often experience good health. If, however, a person does not enjoy the work that…
Riding Out the Market by Understanding Your Stocks
If you automatically calculate how much money you “lose” when the stock market goes down, then you may require a psychological reset if you plan to remain invested in the market. Let’s assume that you bought a house for $300,000…