Thoughtful Investor
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4th Quarter 2021 Time in the Market is Essential for Investment Success; Updating your Retirement Account Beneficiaries is More Important Than Ever; Advice for Gen Y and Z - Pay Yourself First; Living with Inflation
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3rd Quarter 2021 When Forecasts are Bearish and Bullish; The Coming Tax Tsunami; To Live Longer, Be Happy; Bitcoin Is Not an Investment; Lessons from a Pandemic Year; Online Shopping Increased in 2020 - So Did Online Scams
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2nd Quarter 2021 Inflation on Our Minds; Cashing Out the Appreciation in Your Home; Tax-Deferred and Tax-Exempt Plan Contribution Limits for 2020 and 2021; Online Threats from Scammers Are Booming
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1st Quarter 2021 Start Off the New Year in Control; Plan to be a Survivor; Go for Your BIG Goals in 2021; When Family and Friends Ask for Money
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4th Quarter 2020 The Problem with the S&P 500; Living in a World of Déjà Vu; Discretionary versus Non-Discretionary Management; May the Power of the List Be with You; Air and Water Are the Center of Better Health
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3rd Quarter 2020 The Rules Have Changed; Wealth is Limitless; CARES Act Financial Considerations; Now May Be a Good Time to Give Away Assets; Should You Convert Your Traditional IRA to a Roth IRA?
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2nd Quarter 2020 The Reality of Stock Market Declines; Time to Rethink Your Retirement Plan Strategy; Have You Set Account Alerts?; Your Brain – Better with Age!
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1st Quarter 2020 Can the Equity Markets Predict Our Next President?; If You Are So Smart Why Aren’t You Rich?; Assessing Your Financial Security; Relying on Pension Funds May Be Hazardous to Your Retirement; Collectibles is a Market in Transition
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4th Quarter 2019 Staying Wealthy is a Matter of Planning; Are You About to be Scammed?; Managing Risk in Uncertain Markets Has Costs, But Creates Potential; What is Your Real Risk Tolerance; Withdrawal Strategies and Your Estate
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3rd Quarter 2019 Is 2019 a “Sell in May and Go Away” Summer?; Social Security Claiming by the Numbers; Password, Password, Who Has the Password?; “I should have saved more.”
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2nd Quarter 2019 Too Conservative an Investment Stance Can Also Be Risky; Have You Misplaced an Account?; The Tax Man Cometh; The Tax Bite Takes A Big Part of Some Unusual Gains; Put Worry to Use Developing Plans; Money Madness – Those Irrational Money Behaviors
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1st Quarter 2019 Is Intuition a Liability or Asset in Investing?; Digital Fraud Is Intensifying; Stealth Wealth and the FIRE Movement; Optimize Your Retirement Contributions for 2018 and 2019; Turning 65 Triggers an Important Deadline
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4th Quarter 2018 Seasonality Cycles and 4th Quarter Returns; Complacency and the Investor; Teaching Money Smarts Needs to Start Early; Using Transfer on Death Designations for Estate Planning; Time for a Review of Your Financial Situation?
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3rd Quarter 2018 Be Ready When You Step Out into Retirement; Is Risk Amnesia Setting In?; Wire Fraud Is Becoming Increasingly Common, Particularly in Real Estate Transactions; Money Can Have an Outsized Impact on Your Health; Five Easy Ways to Give Away Your Money
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2nd Quarter 2018 Slicing and Dicing the Financial Markets; Cycles and the Financial Markets; Looking Forward to Driverless Cars; Build Flexibility into Your Financial Life; 2017 Tax Reform Has Made It Essential to Review Estate Plans and Wills
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1st Quarter 2018 The U.S. Stock Market is in New Territory; Welcome to the Prediction Games; Floods, Fires and the Need to Prepare for Disaster; Medicare Primer for Individuals Nearing Retirement
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4th Quarter 2017 Eclipses and Financial Markets; The Tyranny of Numbers; It's Time to Start Thinking About Taxes; Fighting the Grumpies; Hey, Millennials, Are You Eating Too Many Avocados?
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3rd Quarter 2017 The Good News; The Common Yardstick of Investment Success Has Its Flaws; The $5 Trillion Pension Problem; Combatting Financial Exploitation of Seniors; The Fiduciary Standard and Its Impact on Investors
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2nd Quarter 2017 An Updated Look at an Old Fallacy; The Pluses and Perils of a Longer Life; Lessons from the Movie "The Big Short"; The Number One Source of Identity Theft is Your Wallet; Checking the Facts
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1st Quarter 2017 In Anticipation of Higher Interest Rates; Combining Active and Fundamental Investing - Or Why We Invest the Way We Do; Trend or Noise?; Little Has Changed in Retirement Account Contribution Limits; The Improbable Success of Seasonality Trading
