Vanguard has released a new white paper entitled Why You Shouldn't Abandon Bonds. It's a short read that answers questions we're hearing from clients right now. They share why bond prices may not matter as much as you think they do. Click here to check it out. … [Read more...]
Investment Volatility is Personal
Investment professionals like to talk about volatility in the investment markets. They talk about it like it’s a uniform feature that affects all investors equally. But it’s not. Volatility is personal. You have more control over your personal investment volatility than you might expect. There … [Read more...]
Q3 2022 Financial Planning Newsletter
The third quarter financial planning newsletter is now available. In addition to highlighting posts from our blog on I Bonds and Cash for Retirees, we provide an investment market update. We share what's going on in the market and with inflation, how it affects your financial plan, and what you may … [Read more...]
Accessing Cash in Retirement
There is a lot of information available on how to save and invest for retirement. Investors select an asset allocation and learn what accounts to contribute to. But what about in retirement? We are still invested, but instead of saving, we need to spend some of our savings. How much should we have … [Read more...]
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