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Tag Archives: investments


Lifeboat Drill for Your Portfolio

Lifeboat Drills should be done BEFORE your ship has issues. Now that the stock market has fully recovered from the horrific January, it makes sense to question if you are able (or want) to stomach those kind of paper losses or not.  I think of

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If I Were King…

With elections this year and as we get into the meat of tax season,  it gets me thinking about our financial laws and what I would change if I were King.  If I was in charge (as a King without needing anyone’s approval) these are

crude oil graph

New Year’s Big Sale – Stocks and Oil

The U.S. stock market at this early point in the year is down (biggest Jan. sale ever?) more than any other year in history. What does that mean to you? Opportunity – what a great sale! I never thought I would be able to buy


Do You Really Understand Your Tax Bracket?

Whether you received a bonus from work or are retired and considering taking an IRA distribution, understanding how that extra income impacts your taxes is important.  I just had a client review meeting explaining tax brackets and realized it’s quite possible many people do not

soni and brad

Our Story

My wife Soni and I celebrated 20 years of marriage recently and I thought I would share what some of the key financial decisions we made along the way and the impact they had on our family. The themes are consistent: Figure out what is


Bonds Struggling in 2015

Interest rates have crept up a little bit. I snapped this picture last week at a local bank. You wouldn’t know it by this CD rate. Bond prices move inversely to interest rates.  The past few months haven’t been too good for bonds.  The 10-year


And the Winner is? Active vs. Passive Investing

Part 1 of 2 on Investing: Active vs. passive investing For this article the passive approach will be reflected by the S&P 500 stock index. Understanding the differences: It’s easy to get caught up in the Wall Street hype about which investment approach is better.