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Contribution by Margaret Hiller, CFP®, CPC Last month was Financial Literacy Month which prompted a flurry of articles on the retirement crisis in the U.S. One noted that the “average” retirement savings amount, paltry though it is, …
As a business owner you probably do not have the time, inclination or energy to research and anticipate what the right mix of investments is for your personal portfolio. Yet, with daily hype from the …
What stage is the US and other countries in the business cycle? Very different results for managed portfolios vs. do-it-yourself investors. The happiness equation is helpful: Happiness ≥ Perception – Expectations. An “inverted” yield curve …
