The January 2016 financial planning newsletter is now available. It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns. In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]
August 2015 Personal Finance Newsletter
The August 10, 2015 personal financial planning newsletter is available online. It includes information on qualified longevity annuities, frame-of-reference risk for investing, and investing in China. If you'd like to receive the newsletter as soon as its published, please enter your contact … [Read more...]
A different kind of investment risk
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...]
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