Getting a Grasp on Bonds – and What It Means To Your Investments

Getting a Grasp on Bonds – and What It Means To Your Investments

If you think the stock market is complex, wait until you learn about the bond market. I worked on a bond trading desk on Wall Street and in London for quite a few years. It was fascinating – but in the beginning, extremely overwhelming. Up until that time, I had...
Women & Money: 5 Strategies for Building your Money Mindset Muscle

Women & Money: 5 Strategies for Building your Money Mindset Muscle

Women want to make a positive impact on our communities. Many of us are solid income earners, and give generously to non-profits. And some are natural wealth builders.  But some are not (yet) in the wealth-building mindset. Over the years, having worked...
The Fear & Greed of GameStop

The Fear & Greed of GameStop

Let’s assume that fifteen minutes of vigorous exercise daily adds three years to your life. Being a money manager is that fifteen minutes. In short, investing is a discipline. It’s not fun, or sexy; it can be boring…very boring. It takes a similar...
Let’s Get Real About Real Estate

Let’s Get Real About Real Estate

We may be in the middle of a cold winter, but the housing market is hot hot hot. When a market is on the rise, it’s easy to see the allure in participating. And with all the time spent at home in 2020, people are paying more attention to their living quarters...
What 2020 Taught Us – Expect the Unexpected

What 2020 Taught Us – Expect the Unexpected

A black swan year for the markets and the world! If 2020 taught us anything, it is to expect the unexpected. Proper emergency funds and risk management held some afloat during a tumultuous year. As we put behind us one of the weirdest and most harrowing years in...
Voting with Your Dollars: Does It Really Matter What You Invest In?

Voting with Your Dollars: Does It Really Matter What You Invest In?

Last week I unrolled our copy of the Wall Street Journal and saw a picture similar to this, with a title reading “Wildfires Erupt Anew in California, Forcing Evacuation.” I am pretty sure that the property owners in Orange County who are being forced to evacuate think...