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Tag Archives: investments

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

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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

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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.

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3 Retirement Obstacles

Getting older just kind of happens.  The next thing you know you’ve hit 50 and can’t believe you are that old.  I won’t be there for another year, but already feel that way, especially when my son reminds me that I have been out of

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Who is Your Financial Planner?

Financial Planners are for Everyone “Failing to plan is planning to fail.” – John Wooden” It was recently brought to my attention that many people think that only “rich” people have financial adviser’s.  Nothing could be farther from the truth. If your family income is

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Romney Wins – Then What?

When Romney Wins – Then What? Since Mr. Romney is well positioned to win the presidential election, I’ll take a few minutes to explain what I think might happen if Governor Romney is elected the 44th President of the United States. If Republicans also win