History is Changing with Bonds: The New Mind Shift
WARNING: The value of your bonds go down when interest rates rise. With bond funds, this is called ‘mark to market’…
October 25, 2019
The Retire Happily Blog
We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
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We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
Investing for Retirement
3 Common Annuity Regrets | The Truth About Annuities
I want to review three common annuity regrets. Then at the end, I’m going to tell you about a bonus.
September 24, 2019
Understanding the Put and Call Options Market | Buying and Selling
Options are important because every day we hear about what the stock market did but there will be three times more activity happening in the options market.
August 11, 2019
Important Retirement Questions: Exit Strategy, Control, & Adapt / Adjust
In every decision that you make, you should be asking yourself, how is this decision giving me more control or more freedom in your retirement plan.
July 5, 2019
Learn What the Rich Know: Keeping, Managing, and Growing Your Wealth
Many people teach you how to get rich, but not many people teach you how to stay rich. Keeping your wealth is not the same process as building your wealth.
February 14, 2019
Is Apple Stock Dropping a More Significant Sign of Something to Come?
It is common to give investors insights on what happened in the previous quarter and what the company leadership is expecting in the quarter to come.
January 7, 2019
Five Reasons Why You Should NOT Invest in the Stock Market
Investing is an essential part of saving for your future. Here are the top five reasons why I see that you shouldn’t be invested in the stock market:
October 16, 2018
What’s Happening with the Stock Market?!?! Is Financial Crisis Coming?
2018 was a year where the stock market has hit “bear market” territory for the first time since the great recession.
January 1, 2018