Qualified Retirement Contribution Day is Just 50 Days Away! Are you Celebrating?

There are special days for all sorts of things – National Pizza Day (February 9th – I had BBQ Chicken), International Talk Like a Pirate Day (September 19th), and even International Tabletop Day (April 28th this year for you board gamers out there). So I am pleased to inform you that this year, April 17th is National Qualified Retirement Contribution …

Don’t Get Emotional. Right.

By now, you have likely read headlines from the past week and a half talking about how the market has in a roller-coaster up and down. You may have heard one-liners such as “The Dow has moved 1,200 points this trading session” or CNBC’s weekend leading “Dow swings more than 22,000 points in wild week.” It’s pretty hard to ignore …

Valentine’s Day Approaches – Plan Ahead or Pay the Procrastinator Tax!

It is just 22 days until Valentine’s Day. You’re welcome. Valentine’s Day might be just one day of the year, but it is a very big one day.  In the United States alone, the National Retail Federation projects Valentine’s spending to eclipse $18 billion, of which over $4 billion is spent on jewelry and another $2 billion spent on flowers. …

Losing Money in the Name of Diversification!

A common buzzword in the investment world is the concept of “diversification.” Diversification at its core is the technique of mixing a wide variety of investments within a portfolio. The rationale behind this is that when your investments are diversified, you offset the risk of any one investment performing poorly to have a broadly negative effect on your portfolio. In …

New Year’s 2018: It’s That Willpower Crushing Time of Year Again!

It’s the first week of the New Year, and right now you have likely embarked on your New Year’s resolution. For some of us that’s diet or exercise, while others take on a new skill or plan to travel more. But for approximately half of us, that top New Year’s resolution is to save more money and be better about …