So, are you ready to get a jump on 2019? Around this time last year, we shared a list of 10 financial best practices for the year ahead. Our reach-out went so well, we thought we’d make it an annual tradition. Here are six more financial best practices for the year ahead. Pick a few […]
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If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your personal goals while you’re at it? Guess what? There is. It’s called rebalancing. Rebalancing: How It […]
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The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments? A Tour […]
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By GARDNER SHERRILL |Investor’s ColumnDecember 2, 2018 This is Only a Test – Your Financial Fire Drill Every family has their own way of managing financial responsibilities. Generally, I see one spouse who takes the financial lead while the other manages other sundry obligations. My wife pays our bills while I manage the remainder of […]
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As of August 21, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” Then came mid-September – ten years since the beginning of the financial crisis of 2008 – along with the usual flurry of “decade after” reflections. As of quarter-end, as reported by Morningstar, “Following […]
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Let’s be clear: We did not wish for, nor in any way cause a tumble in the markets, especially among tech stocks. That said, we could not have come up with a more telling illustration to underscore the perennial value of building – and maintaining – a globally diversified investment portfolio for achieving your greatest […]
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Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you are or how well-informed you may be, the bad guys are out there, daily devising new tricks for every fraud we fix. Who Are They? Fraudsters and Thieves Financial fraudsters […]
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If there’s one thing you can count on in both life and investing, it’s uncertainty. It’s why we save and invest to begin with. We save and invest today, hoping our money will grow. We act on our aspirations for a bright financial future. But we never know for sure. It stands to reason, then, […]
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Second quarter has come and gone, along with the usual mixed bag of “what next?” news. There were the typical ugly players such as potential trade wars and rising interest rates. There were also the usual market darlings, such as this quarter’s big, bold tech stocks. Each in their own way can tempt you to […]
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By GARDNER SHERRILL |Investor’s ColumnJune 12, 2018 A Widow’s Guide to Financial Decisions Nothing can prepare you for losing your spouse. Grief affects each of us uniquely, but as if to add insult to injury – at a time you are least prepared to respond – the world seems to demand rapid response to a […]
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