Conventional Wisdom That No Longer Works

It used to be easy preparing your portfolio for retirement. The closer you got to retiring the more money you moved from stocks into bonds.

You did this for two reasons.

The […]

Here’s a news flash: you’re not 30 anymore!

And thank God for that. But does your portfolio look like it belongs to a 30 year old?

When you’re 30, and you have a big loss in your portfolio, you […]

Am I doing everything I can to prepare for a successful retirement?

It used to be easy to prepare for retirement. You worked hard, you saved, and when you were ready to retire you bought municipal bonds, you […]

Using the Right Tools

I have a Craftsman tool set at home that’s served me well over the years. If I have a Phillips head screw that’s loose I reach into my tool box for a Phillips head […]

If you’re in your late 50’s to early 60’s you may look back at the steps that you take now, to protect your retirement portfolio, as some of the best moves you’ve ever made.

The markets have recovered […]

In the last week the DOW, the S&P and the NASDAQ have fallen 10 to 11% in value. The value of your retirement portfolio has probably fallen more.

That doesn’t mean that markets move straight up or straight […]

China is devaluing the Yuan and it’s not a pretty picture.

China has devalued the Yuan for the last 3 days causing massive volatility in world markets. As a consequence, U.S., European and Asian markets are falling and […]

If you’re 5 to 10 years from retirement there’s a lot to be worried about these days.

“What, Me Worry?” (Alfred E Neuman)

Apple, the largest capitalization stock in the country has lost $30 billion in value since February. […]

Within 30 days of your retirement a deep in your gut realization takes place. You may have done a great job at intellectualizing the fact that your income was going to stop. But when your checking account […]

A few weeks ago I wrote a blog about protecting your 401-k from the mess going on in Greece as well as Europe. Since then the crash of the Chinese stock market has begun playing in the […]