If you’ve pulled money out of the markets or you’ve received a large chunk of money, here’s how you can put it back to work. Dollar Cost Average Lump Sum Investment Dollar cost averaging (DCA) is where you invest in pieces over time – the same dollar amount over a specified time period. For example,…
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Writings
Ep. 20 | Preparing the Family for the Assets
If you’ve done a good job preparing the assets for the family (completed an estate plan), how’s it going preparing the family for the assets? We’ll discuss a huge unstoppable hurdle that’s coming for us all as we age. And we’ll lay out 2 easy steps to get started with answering this question. …
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This Is A Letter We All Must Write
If you could go back in time and have a few do-overs, would you? I sure would. The age and experience I’ve gained over the years would’ve made my life much easier as a youngster. While we aren’t magicians and can’t time travel and give advice to our former selves, we can give advice to…
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1Q 2022 Market Overview
Market Update Markets dabbled in correction territory at the start of the year and then claimed some of the losses back in the second half of March. U.S. stocks, developed foreign stocks, and emerging markets were down 5.3%, 5.2%, and 6.7%, respectively. In this past quarter, small cap underperformed large cap by 2.4% and value…
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Ep. 19 | What Is Your Enough?
On today’s episode, we’re talking about limits on ourselves. If you want to maximize your retirement, that includes maximizing your joy in life. Turns out that putting limitations on ourselves can actually produce more joy. Find out how to start by listening in. Listen on Apple, Google, or Spotify. Show Notes: 60% of…
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Doing a Leeds
One of the most storied clubs of English soccer is a club that you probably have never heard of. If you are even vaguely familiar with soccer you would probably recognize the names of Manchester United, Chelsea, or Liverpool. They’ve been dominant forces for a number of years. In 1992, the top English soccer league…
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