It’s almost that time again. Another year, another window of opportunity to select employer benefits options for the upcoming new year. How do American workers feel about open enrollment season?…
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Autumn is the period of transition from summer to winter; a time of harvest. Use the season to breathe fresh perspective into your finances and prepare for a prosperous 2019….
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The longer one lives, the mustier the memories. I often ponder the past; it makes me sad how as years go on, personal events regardless of pain or pleasure, dissolve…
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Are you one of the 8 million consumers who noticed a credit score improvement and wondered how it happened? Here’s the scoop: Beginning in March 2015, The National Consumer Assistance…
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By Brent Clanton, Executive Producer of “The Real Investment Hour” What’s in a name? Apparently, in these troubled times, nuances mean a lot–especially if you’re concerned about the connotations that…
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Since the age of 16, my daughter has worked summer jobs. She’s been a waitress, a hostess. A cashier at the local HEB supermarket. This isn’t a topic we’ve discussed…
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As I noted in this past weekend’s newsletter, I am on a much-needed family vacation this week. However, I would be remiss if I did not relay some of my…
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(A previous version of this article appeared on MarketWatch on July 29, 2017.) On July 1, the New York Mets sent a check to a former player, Bobby Bonilla, for…
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As a small child, Washington yearned to be a British officer. While other children were playing games, doing what children do, Washington gravitated to rigorous study of famous battles as…
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Imagine two portfolios, A and B, worth $100 each. In the first time period, portfolio A gains 90% and Portfolio B loses 90%. So A is worth $190 and B…
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If you own an individual stock, can you say how much revenue its underlying business realized last year? Can you say what its operating margin was? Can you say what…
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In Part 1, I shared several ideas for ambitious Millennials who seek to make retirement in their mid-fifties a reality. Those who take the initiative to retire early, especially close…
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A TD Ameritrade poll of 1,500 Millennials (those born 1981-1996 according to Pew Research Center), outlines how Millennials’ expectations about retirement age may be too ambitious. They expect to retire…
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16-mental and financial tips for a “successful” retirement. Retirement is easy, right? Said the newly minted retiree You stroll out of your cushy, corporate job for the last time passing…
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“Hey mom, have you heard about the latest scam?” There are several trends that have led to a rise in senior financial crimes. The most prominent being the usage of…
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The following is a slightly adjusted email I’ve sent to clients concerned about inflation lately. Sometimes retail investors have legitimate fear and anticipate economic trends correctly, but sometimes they don’t…
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Do stocks get less risky the longer you own them? Most financial advisors say Yes; if you’ve got the time, you should own stocks. That’s because although nobody knows what…
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The suicide deaths of celebrities like Anthony Bourdain and Kate Spade has brought an uncomfortable and tragic attention to a growing problem. According to a recent report by the Centers…
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So, you’ve decided to undertake comprehensive financial planning. A properly designed financial plan will cover important elements like retirement savings, insurance analysis and estate review; a qualified planner will target…
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“Dad, that grass looks fake!” – Spring, 2018. My daughter recalls how she couldn’t determine the difference between the once lush landscape of my front yard and the set for a…
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