Pete the Planner: Making the most of data helps avoid financial shock
Given the many inconveniences in our personal finances, it’s surprising there’s not more focus on how we respond to negative outcomes.
Investing Column
Articles
Mickey Kim: Did fishy shrimp deal ultimately end Red Lobster?
In a famous exchange from Ernest Hemingway’s “The Sun Also Rises,” one friend asks, “How did you go bankrupt?” To which the friend replies, “Two ways. Gradually and then suddenly.”
Peter Dunn: Your financial adviser is changing firms. What now?
I think sometimes people forget that business relationships are still relationships.
Jalene Hahn: Make sure you have a digital estate plan
A digital estate plan is important to maintaining access to treasured photos, stories, and communication for loved ones.
Pete the Planner: I’m ready to get off the hamster wheel
Even though I have set money aside along the way, my lifestyle, like that of many Americans in that same stage, continued to ratchet up.
Mickey Kim: Risk and failure indispensable to your investment success
Risk is the permanent loss of capital invested or loss of purchasing power from inflation.
Pete the Planner: Understand your sequence of returns risk before retirement
And whether you care to acknowledge this or not, the order in which the ups and downs occur hasn’t previously mattered to you because you’ve been in the accumulation phase of your investing experience.
Jalene Hahn: Saying goodbye to Daniel Kahneman, an economics pioneer
Before Kahneman and his colleagues, economic theory, and the practice of finance, consisted of investigating the reliability of the Efficient Market Hypothesis and the Capital Asset Pricing Model.
Mickey Kim: Keep calm and don’t mix politics with your portfolio
As the partisan storm increases in intensity over the coming months, you might be tempted to make changes to your portfolio because of how you believe a short-term event like an election will impact the financial markets. Don’t.
Pete the Planner: Job satisfaction is so much more than a good salary
The allure of a hefty paycheck can be intoxicating. It’s easy to believe that more money equates to greater success or happiness. But the truth is, our perception of our own salary often shifts dramatically when compared with someone else’s.
Jalene Hahn: Bracket predictions and investing: Lessons for success
When I think about the March Madness experience, I find parallels in investing.
Pete the Planner: Market will get its footing this election year
Despite the nail-biting moments and hair-raising fluctuations, history has shown us that the stock market has a remarkable ability to weather the storm.
Mickey Kim and Roger Lee: Are new Bitcoin ETFs déjà vu all over again?
Bitcoin ETFs provide investors a pathway to participate in crypto without necessitating direct ownership of digital assets.
Pete the Planner: Actually, you should put a price tag on memories
A couple of weeks ago, we came to the realization that we have three summers left as a family of four before our oldest heads to college. Oof.
Jalene Hahn: What’s the big deal about the Roth 401(k) option?
The Roth 401(k) option is not widely used, but for the right situation can be extremely beneficial.
Pete the Planner: Ambition should drive your retirement goals
I’d be remiss in not mentioning how difficult it is to achieve a balanced and sustaining sense of purpose and fulfillment.
Mickey Kim: NFL coaches, investors focus on process, not outcome
Outcome is the result, but it doesn’t tell you anything about how that result was achieved. Outcome is about the “right now.”
Pete the Planner: Do your due diligence hiring an adviser. Here’s how.
I often find myself thinking of a trusting client when they first receive the news they were duped. I feel their fear. I feel their shame. I feel their disgust. It makes my skin crawl.
Hahn: Tuning out the noise and sticking to your strategy
There is a lot of data analyzed before making predictions.
Pete the Planner: Finding fulfillment in retirement is ultimate challenge
My vision has evolved over time.