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A family member asked me to take a look at a portfolio that his mom became the sole owner of after her husband passed away about six years ago.  The portfolio has been managed by an advisor at one of the major brokerages for years. These are the items that caught my attention upon reviewing the account statement… 1) Both of the stock positions have declined in value since they were purchased.   2) The exchange traded fund has lost more than half of its value since it was purc

Pickleball is the fastest growing sport in America.  I started playing in January 2023.  I used to get my butt kicked.  I had absolutely...

I remember like it happened yesterday.  I was FaceTiming with my sister and her husband a year or two before I retired in 2020.  We...

We all know the feeling. The stock market seems volatile, headlines scream uncertainty, and that cash sitting safely in your savings...

As I write this, the stock market is in the midst of a difficult period as uncertainty is rampant with President Trump’s implementation...

My girlfriend and I were playing the card game rummy in bed one night when we started talking about what our lives might look like in the...

For years, the stereotype has persisted: men are aggressive, risk-taking investors, while women are more cautious and conservative with...

When I was still working, my employer offered a free account aggregation tool via its money management platform.  I remember being...

I first asked myself this question in early 2019.  I was nearing the end of a bad run with a new boss.  He had joined the company in Q4...