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Insights & Perspectives

Three Upside-Down Investment Insights Thumbnail

Three Upside-Down Investment Insights

Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low, sell high. Don’t put all your eggs in one basket. That said, the best way to achieve these simple goals isn’t always as obvious. In fact, many of our favorite investment insights may at first seem counterintuitive. Today, we cover a trio of weird, but wonderful “upside-down” investment ideas.

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You, Your Investments, and the Coronavirus Thumbnail

You, Your Investments, and the Coronavirus

The term “novel coronavirus” is so new, some people have apparently wondered whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global headlines. As the viral news has spread, so too has financial uncertainty. What’s going to happen next? Will it infect our economy? So far, U.S. markets have remained relatively immune. But should you try to dodge markets that have been exposed?

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Asset Location Explained Thumbnail

Asset Location Explained

You’re probably already familiar with the three most important factors in real estate: location, location, and location. Asset location is a similarly important, if less familiar best practice for keeping as much of your wealth as possible – after taxes have taken their toll.

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Financial Tips for an Unpredictable World Thumbnail

Financial Tips for an Unpredictable World

Rather than trying to react to market mood swings by switching up your investments, here are 16 actions you can take instead. Each is within your control, and any of them can add real value to your financial well-being.

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Five Financial Best Practices for 2020 Thumbnail

Five Financial Best Practices for 2020

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”

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Reflecting on the Retirement Journey After Climbing Mount St. Helens Thumbnail

Reflecting on the Retirement Journey After Climbing Mount St. Helens

Preparation, a trusted guide, and perseverance—all made a significant impact as my wife and I climbed the majestic Mount St. Helens. Since one has to purchase permits many months in advance, we picked August 2nd for the big day. For those who live outside the Pacific Northwest, early August usually ensures a high probability that it will be warm and, more importantly, dry! The perfect conditions one would hope for when climbing the 8,365 foot summit.

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