It’s almost the end of the year and next week I’ll have the year end summary and (more importantly) the year preview.
How good did Generosity Wealth Management do in last year’s preview? I’ll talk about that, but here’s a rerun in case you just can’t wait.
Are you going to plan or are you going to hope for the Lotto?
The odds are 1 in 120,000,000 (that’s 120 million) of winning the lotto. You’re 400 times more likely to be hit by lightning.
What are the odds of you achieving your financial goals if you start planning today? Much better.
What is your interest rate sensitivity? If you reply “what does that mean”, then you definitely need to listen to my video below.
I talk about a quick and dirty way to estimate how a Rising Interest Rate will negatively effect your particular bonds and/or bond funds.
This week I’m thinking about the human tendency to do something just to be doing something.
I’ve found that we Americans love to solve problems, and if we’re not selling this investment to buy that one, or reallocating something else if feels like we’re standing still.
Are you falling into ‘busy work” or is changing nothing the right answer?
What’s the difference between Fiscal and Monetary policy?
It seems like discussions about these 2 similar, but very different, topics are forever getting confused.
If you’re worried about taxes, deficits, and the debt, is that a fiscal or monetary issue?
I want you to know the difference so you’re the smart one at the cocktail party discussion.
We’re 1/3 done with the quarter, elections were yesterday, and lots left in the year.
In this week’s video, I give a little update on the quarter and year so far, plus a discussion about why you have to take the comparison of your portfolio to an unmanaged index with a grain of salt.
Listen to my video below to find out more.