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My Thoughts on the Yield Curve

All this talk about recession coming because of an inverted yield curve. I don’t buy it. Economic activity is strong, balance sheets are still in good shape. While every recession was foretold by an inverted yield curve, not every inversion has resulted in a recession. Mental shortcuts aid in this misunderstanding and may cause investors […]

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9 Facts About Retirement

Fact: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so.  Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin

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What’s Your Number?

In the financial world someone may ask you, “What’s your number?” Odds are they aren’t trying to pick you up. Rather, they are referring to the amount of money in which you achieve financial independence (aka retire). Defining such a number is essential in financial planning. It provides the basis for how much you need

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