Steve
Twinkies & Bullets
My wife informed me that the last few blogs have been too "data heavy" (I think this is her way of saying "boring") so I figured what...
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Steve
Jan 11, 20232 min read
What's In The Secure Act 2.0 For You?
On December 23, 2022 as part of the Consolidated Appropriations Bill, the SECURE Act 2.0 was passed. Recall the original SECURE Act...
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Steve
Dec 15, 20222 min read
The 2008/2022 Stock Market Analogue
Lately I've seen the chart above making the rounds and warning investors that a stock market crash is looming. Notice that big drop in...
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Steve
Nov 15, 20222 min read
The Times, They Are A'Changin
In 1964 Bob Dylan recorded his classic, "The Times, They Are A-Changin'." While Dylan wrote the ballad as a protest and an attempt to...
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Steve
Oct 18, 20222 min read
Your Mental Time Horizon, And Why It Matters
Earlier this month I attended a presentation by Dr. Sarah Newcomb, a behavioral economist with Morningstar. Dr. Newcomb presented...
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Steve
Sep 13, 20221 min read
Your Financial Plan & Apollo 11
Gerontologist and best-selling author Ken Dychtwald likes to compare planning for retirement to space travel - saying it's a long journey...
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Steve
Aug 18, 20222 min read
Indecision
Stocks, as measured by the S&P 500, ripped 9% higher in July as investors began to anticipate a "pivot" by the Federal Reserve on...
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Steve
Aug 14, 20222 min read
Investing Based on Headlines
Holy Toledo, Batman! According to this July 4, 2022 article JP Morgan (a bank everyone has heard of) says oil prices could surge 240%!!!...
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Steve
Jul 7, 20222 min read
The Perfect Time
Getting started implementing a financial plan (or making updates to an existing plan) can be, well, something you want to delay. Am I...
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Steve
Jun 6, 20222 min read
Getting Even
Getting even. Who doesn't like to get even, right? There's just something cathartic about it. An eye for an eye, a tooth for a tooth. ...
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Steve
May 6, 20222 min read
Beware Trickery When Shopping For New Homeowners Insurance
Let's face it, at least in the financial world, 2022 hasn't been a great year so far. Stock and bond prices are down and inflation is up....
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Steve
Mar 30, 20222 min read
What You Think You're Getting
With tax filing season upon us, I want to share something I've noticed after working 12 years in the financial planning field. Too...
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Steve
Feb 21, 20222 min read
Inflation!
While for months the Federal Reserve labeled increasing inflation as "transitory" they've now shifted their position to one, seemingly,...
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Steve
Jan 15, 20221 min read
Markets Look Shaky
Last month we talked about the bizarre market 2021 presented us with and the bear market many stocks struggled through even as the major...
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Steve
Jan 11, 20223 min read
Planning For The Unexpected
Two weeks ago the devastating Marshall Fire tore through the tranquil communities of Superior and Louisville. Some clients are now...
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Steve
Nov 3, 20212 min read
The Loudmouth
We've all been there. Maybe it was the breakroom at work. Or a graduation party. Perhaps a picnic with some new friends, or the bar on...
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Steve
Oct 6, 20212 min read
I'll Show It To You
If you haven't already, take a look at the chart above. And then get ready, because I'm going to share something personal. It's one, if...
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Steve
Sep 12, 20212 min read
Financial Planner Bias
It's probably time we talk about financial planner bias. Perhaps surprisingly, a fair amount of ink has been spilled in financial...
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Tony Mutsune
Aug 15, 20212 min read
How To Plan Your Retirement In a Post-Covid World
History generally leans towards generosity in providing lessons to be learnt. For example, from the Great Depression emerged a more...
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Tony Mutsune
Jul 14, 20212 min read
Become An Astronaut
On Sunday the world marveled as we witnessed yet another milestone of human achievement when Richard Branson reached outer space in the...
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