October 2019 Dear JDH Family: If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond […]
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP® with BAM Alliance, 9/30/2019 Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to the conversation simply seeking the specific tool or set of tools […]
***COUNTDOWN TO RETIREMENT IS UNAVAILABLE Larry Swedroe, Chief Research Officer of the BAM Alliance, 3/25/2019 While about 10,000 Americans retire daily, most people seem to spend less time planning for retirement than they do for vacation. According to a 2016 survey by GoBankingRates, the result is that 55% of Americans have less than $10,000 saved for retirement. And […]
Doug Buchan with Buckingham Strategic Wealth, 9/16/2019 Here’s a quick tutorial for nongolfers; the rest of you skip to the next paragraph. The term “scratch” golfer refers to someone who shoots even par on average. A typical golf course has 18 holes. Each hole is either a par 3, par 4 or par 5. If […]
Copyright © 2019, Wendy J. Cook Communications, LLC The good news for parents and their college-bound kids: The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial aid opportunities in a single session. This “one-stop shopping” certainly beats having […]
Larry Swedroe, Chief Research Officer with Buckingham, 8/20/2019 Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis point lower than the yield of 2.84 percent on the three-year Treasury note), I have been receiving calls and emails from investors worried about the impact of […]
Tim Maurer, Director of Advisor Development with BAM Alliance, 7/26/2019 Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the pilgrimage to Disney, perhaps each twice or more. Most were fun, restful—maybe even restorative or memorable. But something was lacking. Something was missing. As you […]
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