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The Blog

Weekly insights on the markets, economy, and financial planning

Should You Use Fidelity’s BrokerageLink® Option?

Should You Use Fidelity’s BrokerageLink® Option?

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the […]

The Future Is Here

The Future Is Here

Though my last science course was a biology class taken in 11th grade – whose tests are still the source of my most vivid nightmares – I am in awe of the technological breakthroughs in so many areas of our world. While we still don’t have flying cars (yet), advancements in genomics, artificial intelligence, automation and communication continue to boggle my mind. Below are two that I find particularly fascinating.

The Power of Compound Interest

The Power of Compound Interest

Albert Einstein called compound interest “the eighth wonder of the world.” He went on to say, “He who understands it, earns it; he who doesn’t, pays it.”

Should You “Take a Flyer” on Boeing Stock?

Should You “Take a Flyer” on Boeing Stock

We’ve received a handful of phone calls from clients asking if they should purchase some Boeing stock in the wake of the recent grounding of the 737 MAX 8 aircraft. The stock price declined nearly 12% over a two-day period from Monday, March 11th through Tuesday, March 12th, falling from $422.54/share to $375.41/share.

How Long Should I Keep This?

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While helping a family member declutter her paper files last year, I found records that were nearly as old as I am.

How to Simplify Your Charitable Giving

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Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund.

Three Election Night Investing Lessons

Election Night Investing Lessons

Regardless of political views or feelings about the election result, there’s a fascinating case study on stock market behavior here, and it is worth unpacking what happened purely from an investment perspective.

Rainfall in Ethiopia

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A meeting with a prospective client several weeks ago has stuck with me in a way that few meetings have in my career. As we learn about the goals and aspirations of the people with whom we work, we also hear about their frustrations with previous financial advisors.

What Are You Retiring To?

Retirees Golfing

Last week, I had the pleasure of meeting Dr. Michael Winters when we both appeared as guests on the Houston Matters radio program. During the program, we talked about both financial and non-financial aspects of transitioning to retirement, topics that are way too expansive to cover in a short radio segment.

“Your long term and my long term are different.”

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I recently had a conversation with a client in her early 60s who is about to retire. As we talked about keeping a long term perspective despite recent market pressures, she noted that “Your long term and my long term …

Fed Hikes Rate by One-Quarter Percent

Yellen

The anticipation surrounding today’s announcement by the Federal Reserve rivaled that of the release of the latest Star Wars movie. After nearly a decade of a declining or unchanged Fed Funds Rate, the Fed hiked that rate by 0.25%. If …

Technology and Optimism

Bryan and Rick

This week, Heath Hightower and I are attending the Schwab IMPACT conference in Boston, providing us with the chance to hear from thought leaders across our industry. Yesterday, I had an opportunity to sit down one-on-one with Rick Rieder, Chief …

Budgeting: The Party Pooper of Spending?

grumpy1

Nothing throws a bucket of cold water on a client meeting like a conversation about budgeting. Think about it: topics like investing, planning for retirement, buying a house, and saving for college all carry the bright promise of some future …

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