Rethinking fixed income

Traditional investment thinking has always viewed bonds and fixed income as a “safe” haven away from the volatility of equities.  Equities, as we’ve discussed before, are thousands of companies (of various sizes) run by really smart men and women.  These companies are...

The importance of goal setting 

Pop quiz: How are your New Year’s resolutions progressing?  Do you even remember what you resolved to change or improve?  So much has changed in the past 10 weeks that it may be difficult to reflect upon what was so important in early January.  I’m guessing that most...

Planning for adult parents part 2 of 2 

In our last post, we outlined the challenges that exist when planning for aging parents.  We covered several points that may help you better prepare for opening a dialogue to ensure mom and dad’s financial choices are optimized.  Here are some other conversation...

Planning For Adult Parents – Part 1 of 2

How do you assist aging parents with their financial decisions?  It’s natural not to discuss money, or other financial matters, with family.  This reluctance to share tends to increase with age, even though studies show our cognitive decision-making declines as we get...

Go ride your bike!

Friday May 15th was to be “Bike to Work Day” here in Northern Virginia, DC, and Maryland.  Unfortunately, it’s been cancelled but will be back, better than ever, next year (fingers crossed!).  If you haven’t been outside on your bike lately, you’re really missing some...