After the market crash in 1987, a friend came into my office and exclaimed “I can’t do this anymore. Would you please write down everything I’m supposed to do for my family’s financial future?” Continue reading “The Red Ribbon”
The Red Ribbon
Emergency Money Plan Worksheet
“How is it with your soul?”
Circuit riding preachers used to ask people with whom they crossed paths, “How is it with your soul?” They asked to get people to think and also they were constantly being asked the question by their superiors. The question to the laity might have been as much for the preachers as a reminder to themselves. Continue reading “Emergency Money Plan Worksheet”
Is a CD ladder right for you?
Do you have CDs all over town? Are you tired of calling all the local banks and shopping CD rates? Do you find it annoying to have to drive in your car to close out one CD and drive to the other side of town to buy a new one? Are you tired of getting year-end 1099s from multiple financial institutions? Continue reading “Is a CD ladder right for you?”
Six Strategies for Volatile Markets
The markets have become volatile again, prompted by fears of global growth slowing down, brought on by a slide in Chinese stocks after China’s devaluation of its currency. Add to that the decline in oil prices, signs of strength in the U.S. economy, and the associated expectations that the U.S. Federal Reserve will move to gradually raise interest rates. The result is a tug of war over the markets. Continue reading “Six Strategies for Volatile Markets”