Thoughtful Investor
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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
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4th Quarter 2016 Are Minimal Returns in the Future for Equities?; Passing on Assets Without a Will; Metaphors of Investing; Outliving the Doomsayers ...the One Constant is Change
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3rd Quarter 2016 Waiting for the Recession; Missing the Good Old Days of 2000; Financial Tool #1 - The Budget; Age is a Matter of Perception; A Mind is a Hard Thing to Change
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2nd Quarter 2016 Living With Your Investments in Volatile Markets; Debts Can Live on After You; Fully Fund Your Retirement Accounts for 2015 and 2016; Not on My Watch - Keeping a Great Depression at Bay; A Word to Young Investors
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1st Quarter 2016 Anticipating the Market Cycle’s “Standard, Run-of-the-Mill” Outcome; Managing Risk on the Home Front; Optimize Retirement Income Through Planning; Avoiding the Smart People/Dumb Decision Quandary; The IRS is NOT Calling
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4th Quarter 2015 We beg to differ…; Settle Back for an Interesting Ride; Planning for the Retirement Smile; The 401(k) - When You Retire or Leave Your Employer; Financial Tips and Insights
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3rd Quarter 2015 Active Investment Strategies Work for Real People; The Over-65 Crowd Returns to the Workforce; Financial Advice for the Kids - Get Married; The Best Financial Advice; Which Numbers Matter?
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2nd Quarter 2015 Yes You Can Retire a Multi Millionaire; Are You An Optimist or a Realist?; Is Your Information for Sale; Understanding the Greeks - Beta, Alpha, Super Beta and Now Gamma; Winning in the Not-So Efficient Market
