johnwallick

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 purchased. 3) The...

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...