Pete the Planner: To secure retirement, don’t stretch your lifestyle
The closest relief I’ve found in underachievement is extending myself some grace.
Investing Column
Articles
Jalene Hahn: How to manage financial stress during the holidays
Taking conscious steps to navigate the holiday season can lead to a more enjoyable and less stressful experience.
Pete the Planner: This Thanksgiving, target stability, not more stuff
This year, I’ve landed on a specific question to consider: Does our quest for more hinder our ability to experience equilibrium? Like I said, I get weird this time of year.
Pete the Planner: Your risk tolerance, objective should match your portfolio
So I’ll just hit you with one major issue—the average American household has not yet figured out that it’s out of money.
Mickey Kim and Roger Lee: EV struggles confirm obituaries for IC were premature
According to Kelley Blue Book, the average price paid for an EV in September was $50,683, down more than 22% from one year ago (but still a healthy premium compared to internal combustion vehicles).
Jalene Hahn: Multiple plans? Here’s how to figure your distribution
There are RMD aggregation rules that govern which RMD accounts can be combined and which accounts need to have their own distribution.
Pete the Planner: Investing on faith alone turns your cash into crumbs
Running a business for the first time is incredibly difficult and undeniably risky.
Mickey Kim and Roger Lee: ‘Dumb Money’ fuels myth that David ‘GameStonked’ Goliath
We’re unabashedly “old school” investors who view stocks as ownership interests in the underlying business (not just ticker symbols traded millions of times a day) and value stocks based on future profitability (not what we think the next “sucker” will pay for it).
Pete the Planner: Stop crossing your fingers. Start forecasting instead.
The first directive is to create a realistic and achievable long-term financial plan.
Pete the Planner: Two-timing your financial advisers isn’t the way
You’re clearly not winning, your advisers are undoubtedly frustrated by you, and frankly I’m frustrated by this situation too.
Mickey Kim: Not-so-shocking truth: Investors are own worst enemy
The investors’ mantra to “buy low, sell high” seems both simple and easy, but unfortunately, we humans are hard-wired to do just the opposite, and our bad habits of “chasing performance” and trying to “time the market” cause us financial harm.
Pete the Planner: To feel good, you need to really know your finances
I know people can take great comfort in hearing, speaking or reading their high annual wage, but I also know that income is only one side of the ledger.
Jalene Hahn: Close the purse strings on your adult children—gently
While our children are important, at some point, parents need to stop subsidizing their everyday expenses.
Pete the Planner: When you get the chance to exhale, be proactive
You always need a short- to mid-term financial goal. Always.
Mickey Kim and Roger Lee: Fitch downgrade a warning U.S. approaching a reckoning
Fitch warned on May 24 its AAA rating for the United States was at risk as the June 1 “X-Date” on which the country would default rapidly approached.
Pete the Planner: Plan for 8% return rate on retirement funds
Still to this day, plugging absurd average returns into financial-planning calculators tickles my soul.
Jalene Hahn: Here’s how different generations view parents’ financial support
Supporting adult children financially has become a common practice in modern times.
Pete the Planner: How I’m trying to get through the ‘treadmill years’
I’m in an expensive season of life.
Mickey Kim: Will ‘bull market’ continue or are stocks poised for a tumble?
Taking a walk down “Memory Lane” sometimes brings back painful memories but can also reinforce important lessons.
Jalene Hahn: Honest communication makes transferring wealth successful
Traditionally assets have been prepared for the transition, while little focus is given to the inheritors.