Imagine that you plant a tree. For the next 40 years, you water it and protect it from harsh weather and animals. You never pick its fruit or climb it for fun. You don’t take a break and rest in its shade. You don’t even cut down some branches to build a house. You never… Read more »
Sharing Our Thoughts and Insights
Economist and investors have long been pondering the cause of the structural decline in interest rates over the past 40 years, blaming stubbornly low inflation, low growth overseas and the recent financial crisis. But is the explanation something much more simple?
Could leaving behind the hustle and bustle of a big city improve your Return on Life? Before you start packing up, ask yourself these four important questions.
Many retirees find this time in their life as a new beginning and they attribute that to volunteer work.
As a financial planner I often find new retirees making a common error: they mistake the joy of being retired with being fulfilled in retirement.
“Do you do something that fills you with satisfaction and meaning? Do you feel a sense of accomplishment because what you do aligns with who you are?”
Many investors felt that Altria (formerly known as Philip Morris) was as safe an investment in the stock market as possible. The company’s customers are literally addicted to its product (nicotine) and the company offered a very high dividend yield.
This article in the Wall Street Journal speaks on the benefits of couples combining their finances… if they can get past the initial roadblocks.
For those looking to refinance their mortgage (or with children looking to purchase a new home) now may be a great time: the average 30-year, fixed rate mortgage now stands at around 3.56%, a three-year low.