I recently attended the Garrett Planning Network conference near Denver, CO. What a nice break from the Texas summer heat! One of the sessions highlighted an issue many of us are dealing with right now: frame of reference risk. We usually think of investing risks as external events that could … [Read more...]
Concerns about Investing in China
If you've followed the news over the last month or so, you're aware that China's stock market has been on a wild ride. The Shanghai Composite Index (companies traded in Mainland China) is down more than 25% in the last 2 months, but still up almost 70% over the last 12 months.* This quick run-up … [Read more...]
June 2015 Personal Finance Newsletter
The June newsletter is now available. In addition to the regular investment update, it includes highlights and take-aways from a book I just read and highly recommend -- Happy Money: The Science of Happier Spending by Professors Elizabeth Dunn and Michael Norton. The newsletter also has updates on … [Read more...]
January 2015 Personal Finance Newsletter
Our personal finance newsletter for January is now available. It includes a review of the 2014 investment markets, an article highlighting the relationship between net worth and financial habits, and more. Please click here to read the newsletter. … [Read more...]
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