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While it has been a little volatile, the market has been really good this last month. The Dow went up by more than 7%. It didn’t seem so nice when we were living it at that moment, but that just … Continue reading
Tag Archives: financial planning
The market went up over 730 points in February. It is a very nice result and it means that most of you made money. A real question is why it went up so much. We don’t recall any significantly good … Continue reading
This month’s stock market was extremely ugly. The fear turned into a stampede. There were no news events. The US economy was a roaring success. Trade and tariff battles went quiet. But heck, let’s not let facts get in the … Continue reading
The market was flat/very slightly down this month. Nothing exciting. Today, I want to discuss what happens to your money after you are gone. How does it transfer to your heirs? First, let’s separate your accounts between tax deferred and … Continue reading
Introduction A topic that many people are confused about is the difference between wealth and income. In short, wealth is what you have, income is how what you have is changing. What is Wealth? Your wealth is your cash, your real … Continue reading