Even in normal circumstances, the holidays can be stressful.  With the concerns about travel and the impact on many people’s income from COVID-19, the 2020 holidays are likely to be...

Many employers offer a benefits package.  The most common benefits are health insurance and a retirement plans, topics I’ve covered in other posts.  Some benefits packages have other features, such...

Many investors limit the amount of their investments in individual companies to manage the risk in their portfolios.  Others advocate holding on to stocks whose prices increase faster than the...

We hope you will help us celebrate our second birthday on Friday, October 2, 2020!  In the past year, we published 26 posts on topics ranging from life insurance to...

Many financial advisors recommend re-balancing your portfolio no less often than annually to ensure the asset allocation is consistent with your risk tolerance, as illustrated in this post from Schwab. ...