Black Monday: Timeless Financial Advice From Louis Rukeyser and Sir John Templeton

On “Black Monday,” Oct 19, 1987, the Dow Jones Industrial Index crashed and lost 22.6% in ONE DAY! Louis Rukeyser, long-time “Wall Street Week” host, used his show to give investors advice about handling bear markets that still rings true today.

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Portfolios, Financial Planning, and a Pandemic

With the combined health and financial crises, these feel like uncharted waters; however, long-term bets against the markets and U.S. economy have consistently proven to be losers. Here are some key considerations for your financial planning in the current dynamic.

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Investing During a Pandemic: Use a Stockdale Mindset

POW Admiral Stockdale’s lesson of keeping faith that you will prevail in the end, while simultaneously confronting the brutal facts of your current reality, offer a valuable philosophy for our financial decision making in a time of crises.

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Historic Returns in 2019. Now What?

Not only was 2019 a great year, but the decade of the 2010s as a whole delivered powerful growth in U.S. large-company stocks without any sustained bear markets. Now what? We developed a few key strategies for your investments in 2020 and beyond!

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Seeking Value During Interesting Times

Today’s headlines are filled with unrest: impeachment, Hong Kong protests, and Brexit. At the same time, we are experiencing the strongest labor market in decades, incredibly low interest rates, and a soaring stock market. What do these interesting times mean for your financial future?

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How Safe is The "4% Safe Withdrawal Rule”?

The 4% Rule was an evolution in thinking about retirement income when it was developed, but today, it is ineffective for several reasons. Learn why the 4% Rule is not ideal, as well as investment strategies that can help maximize your retirement savings!

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The Death of Equities: 40 Years Later

Forty years ago, on August 13, 1979, after a decade of dismal stock returns and punishing inflation with interest rates soaring, things were looking bleak. So bleak, in fact, Business Week published its famous “Death of Equities” issue. Well, it turns out Business Week blew this call.

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Theory vs. Reality: The Retirement Planning Bucket Strategy

In theory, using a bucket strategy for your retirement portfolio might seem like a complete approach to maximizing your retirement funds, but in reality, there’s a huge hole in the bucket strategy that could be draining your retirement savings.

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PAW vs UAW: Are you a Prodigious or Under Accumulator of Wealth?

Are you a PAW or a UAW? How can knowing the difference between the two help you better prepare for retirement or any other financial goal? Learn the answers to these questions and how understanding PAW vs. UAW can help your path to financial success!

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