Thoughtful Investor

  • 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
  • 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
  • 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
  • 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
  • 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
  • 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?
  • 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!
  • 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
  • 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
  • 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.”
  • 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
  • 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
  • 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?
  • 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
  • 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
  • 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
  • 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?
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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?
  • 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
  • 1st Quarter 2015 A New Year's To Do List; The Population Puzzle; Be Kind to Your Beneficiaries; Determine Your Net Worth; Ten Ways to Save More this Year
  • 4th Quarter 2014 Finding the Market's Bottom; The $55 Billion Dilemma; What to Do If You Inherit an IRA; The New Retirement Worry - Outliving our Brains: One of Those Facts that Isn't
  • 3rd Quarter 2014 Turn Off the Market Reports; Fear Is Not an Effective Motivator; Time to Talk About a Little Matter of Money; Taxes Need to be a Part of Your Investment Plan; An Inequality that You Create
  • 2nd Quarter 2014 Why Can't Forecasters Get It Right?; Three Basic Ways to Become Rich(er); The Fallacy of Average Annual Returns; Safeguarding Your Credit and Money; Minimizing the Tax Bite in Retirement; Predators at the Mailbox
  • 1st Quarter 2014 Market Outlook for 2014; What is Your Real Risk Tolerance; Protect Your Wealth; Rethinking Retirement; Retirement Plan Contribution Limits; Making Better Decisions
  • 4th Quarter 2013 Bad News Five-Year Anniversary, Windfalls, Email Alerts, Negative Thinking, Titling Retirement Accounts
  • 3rd Quarter 2013 Paths to Financial Security, Interest Rates and Bond Values, Discretionary Management, Account Ownership Forms
  • 2nd Quarter 2013 Risks of Unmanaged Index Funds, Contrarian Indicators, Longevity, Identity Theft, Roth Conversions
  • 1st Quarter 2013 Too Conservative Investing, "To Go" File, Human Factor, Making Better Decisions; Retirement Contributions, Credit Report Check
  • 4th Quarter 2012Money Velocity Goes Missing, "To Do" List, Don't Worry, Be Happy, Roth IRA Benefits, Can Spending Money Create Money?
  • 3rd Quarter 2012 Losing $2 Billion, Flexibility is Essential, Not Talking Can Cost You, Pesky Online Passwords
  • 2nd Quarter 2012 High Cost of Low Interest Rates, Not Your Grandparents’ Retirement, Wind Power Price, New Disclosure Requirement, Outlook for Bonds
  • 1st Quarter 2012 New Year’s Resolution, Cycles and the Economy, Presidential Cycle? Inflation, Increased Retirement Plan Limits
  • 4th Quarter 2011 Something Has to Change, Can You Trust the Experts? Debt + Retirement, Problem with Correlation, Where Your Parents Die
  • 3rd Quarter 2011 Fat Tails, Black Swans and Your Portfolio,How to Live Like a Millionaire, Maximize FDIC Insurance
  • 2nd Quarter 2011Will You Run Out of Money? #1 Retirement Fear, Life Insurance, Bonds Require Active Management
  • 1st Quarter 2011 Add Inflation to Your Financial Plan, Bubbles and the Investor, Resolve to Plan, Fund a Roth IRA for Your Teen, Minimum Distribution Requirements

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