If you’re a federal employee then chances are you have a Thrift Savings Plan (TSP) account. If leaving federal service for retirement is just around the corner, you may be wondering how to handle… Read More
Property Taxes in Atlanta and Decatur – What You Should Know
Property taxes in Atlanta and Decatur have become a real point of contention in recent years. There are other considerations when purchasing a home that I’ve written about here and here, but sharply rising home… Read More
Buy a Home Now or Wait for a Recession?
If you’re in the market for a home, you may be tempted to wait for prices to drop. Given how low interest rates are currently, that might be a mistake.
Regulation BI – Fiduciary Advisor Lite or Worse?
For years, investor advocates have pushed for a uniform fiduciary standard and many investors are aware of the importance of working with a fiduciary advisor. But a uniform fiduciary standard was fiercely opposed by Wall Street. Regulation BI is Wall Street’s answer, but will it help investors?
Key Retirement Dates You Should Know
Retirement is a process – here are some key dates you should know
What Really Impacts Financial Success – A Reading List
Recognizing flaws in your thinking, making the best decisions and forming good habits are all important in achieving financial success. Here are some great books to help you accomplish those goals.
Attribution Analysis – Assessing Investment Decisions
If you want to improve your investment decisions, you need to quantify the impact of those decisions. That’s where attribution analysis comes in.
How are your Investments Doing – Benchmarking Portfolio Performance
Recently a client asked how his portfolio was doing, and my answer was that he was doing well because the portfolio return over the last decade was above the return target he had established in… Read More
Rainy Days and an Emergency Reserve – Funding for the Unexpected
One of the most common questions we get from clients is how to handle an emergency reserve. If clients have an emergency reserve, questions typically center around how much they need and how it should… Read More
Plan for a Bear Market – How to Stay on Track (and Sleep Well)
Bear markets are part of investing, so you should plan for them. Here are a few things you should do.