So far in our investment basics series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in… Read More
Investing is Personal – Be Patient
Blog
Understanding Stocks: The Price You Pay Matters
In our last piece, we described our marvelous markets and how to account for their being both robust and random at the same time. Today, we’ll look at how stock… Read More
Do I Really Need an Estate Plan? (And other questions for attorney Katherine Boyd)
When it comes to estate planning, several things usually happen: We put it at the end of our to-do list. We find it uncomfortable to deal with…so we don’t. We… Read More
Where do Stock Market Returns REALLY Come From?
In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock… Read More
Combat Recency Bias: Focus on the Basics
In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks… Read More
What Issues Should I Consider During a Recession or Market Correction?
Will your cash flow be tight? Do you want to rebalance your investment and retirement accounts? Were you planning to retire in the near future? These are just a few… Read More
Remembering Summers Past: Don’t Fall into Recency Bias
We’re not making light of this summer’s uncertainties. Inflation is real, and needs to be managed; we also can’t rule out the possibility we’ll still see stagflation and/or a recession… Read More
Market Timing: Are we predicting a happily-ever-after for 2022?
Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast July’s surprisingly strong market returns? It’s almost (but not really)… Read More
7 Big Financial Mistakes to Avoid for Small Business Owners
Having a marketable idea or set of skills is essential to owning a successful and prosperous business. However, it’s just not enough to ensure good financial health. Like anything else… Read More
6 Crucial Tax Strategies That Busy Professionals in Houston Should Consider
One of the most common questions we get from individuals and business owners, as CERTIFIED FINANCIAL PLANNER™ practitioners in Houston is this: “How do we lower our taxes?” From business… Read More
