Category: Investing

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Asset allocation is a cornerstone of creating a diversified investment portfolio.“Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s go ...
Empower Your Investing: Adopting Best Practices From John Templeton, Peter Lynch, and Warren Buffett I regularly receive free books to review and unfortunately, can’t study every title that arrives. But Empower Your Investing – Adopting ...
Why Contribute to a Health Savings Account?A health savings account may be the best kept investing and health-related secret. Yes, you may use your HSA account for medical expenses. However, if used strategically, this account can also grow your wea ...
I regularly receive free books to review and unfortunately, can’t study every title that arrives. But Empower Your Investing – Adopting Best Practices From John Templeton, Peter Lynch, and Warren Buffett by Scott Chapman,  is different. I ...
“You only have to do a very few things right in your life so long as you don’t do too many things wrong.” ~Warren Buffett (source; BrainyQuote.com)Best Investment Strategies for 30 Year OldsGet the specific, actionable steps to become a mil ...
Make the Time Value of Money Work for You“A bird in the hand is worth two in the bush”This medieval proverb still holds true today. In modern terms, it’s better to have a certain payoff today than an uncertain one in the future. ...
The Fed and My Investments-Will They Go Up or Down?Whispers abound that the Fed intends to lower interest rates. Even a hint of declining interest rates can cause the stock market to rise. Learn about how interest rate movements can impact your inve ...
Invest Like a Woman and Become a Millionaire by InvestingInvesting Tips for WomenWith my experience as a multi-decade investor, former professional portfolio manager and university investments instructor, I will answer the question, “Where sh ...
 Do I Need a Roth IRA If I Have Social Security?I’m one of those dinosaurs that started her first IRA in her 20’s at the beginning of the IRA movement. At that time, there was no such thing as a Roth IRA, so I invested in a traditional IRA. On top o ...
5 Step-Lazy Investors Asset Allocation Guide“Trying to consistently pick investments that are going to beat their benchmarks is like trying to win a marathon wearing muddy boots. There is a lot of drag, and your odds of winning are very low. The hi ...
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