4 November, 2024
Ruth Bader Ginsburg’s legacy & historic impact on personal finance
Ruth Bader Ginsburg (RBG) was revolutionary in helping women have the ability to do things we take for granted that used to be considered a “privilege.” Recently, I was included in a Yahoo Money article highlighting the critical advancements made during RBG’s career. Ginsburg was instrumental in making it illegal for colleges to discriminate against women on the[...] Continue reading9 October, 2020
Critical Investment Strategies For Downside Protection
Successful investment strategies are less about capturing 100% of the market’s upside and more about missing the potholes. Avoid the Most Significant Investing Mistakes The extreme volatility from the 2008 – 2009 financial crisis provided one of the most severe environments to illustrate this concept; while most investors have recovered their losses, the wild[...] Continue reading26 June, 2018
Savings For Retirement – Your No-Panic Guide For Those Late to the Game
Different stages of life have their unique challenges and distractions when saving for retirement. The typical issues for those most investors in their 40’s are: Dealing with competing interests, which are most typically saving for retirement and children’s education. Creating a unified and coordinated strategy for meeting these goals[...] Continue reading7 September, 2017
What Human Advisors Do That Robo Advisors Can’t
There are various attractive attributes to Robo Advisors (such as nominal costs and low investment minimums) however, Robo Advisors are still lacking a vital component of advising: critical thinking. Algorithms create a rule-based investment strategy but have no protocols to analyze intangibles such as human emotion. Robo Advisors are artificial intelligence, and[...] Continue reading5 July, 2017
