This is the second in a series covering some of the words used to describe different aspects of the stock market. The characteristics of and differences between domestic markets, international markets, emerging markets, and developed…

When you hear someone talk about the stock market, do you understand the terms they use – domestic markets, international markets, emerging markets, developed markets; small- mid- or large-cap stock; growth or value stock?

You probably know that Jobs dropped out of college. He reasoned that he didn’t know what he wanted to do with his life, he didn’t see how college would play a role, and he didn’t want to spend his parents’ money foolishly. He trusted that it would all work out…

Every day, I receive an email from a site called WordDaily. I love to challenge myself to guess the meaning of the word. Recently, eigengrau was the Word of the Day. I recognized its German origin and the “gray” part but not the entire meaning of the word…

If you read financial information on social media or subscribe to publications, you very likely have seen references to direct indexing. What is it and is it something you might consider? First, a quick review of indexing as the term is used in investing…

Last year my oldest son gave me a gift for my birthday that turned out to be not only a gift to me, but a special gift for him, his brother, for their children, and hopefully for their grandchildren. Every week over the course of a year I was sent a question about myself…

As a retired financial planner, I admit that my favorite clients were those whose goals included generous charitable giving. One couple comes to mind. Not only did they make generous donations to their alma mater and favorite non-profits…

This is the time of year we focus on those we love. Children share valentines in school, heart-shaped boxes full of candy disappear from the shelves, florists run out of red roses, and jewelry stores appeal to lovers of any age. There is a special focus…

Are you one of 63% of workers who cannot cover a $500 emergency expense? Effective January 1, 2024, help may come from your employer in the form of a PLESA which was created by the SECURE 2.0 Act of 2022. PLESA stands for pension-linked…

We are well on our way, and I am already feeling the days slipping by too fast. How about you? Did you set any New Year resolutions? How are you doing? Already blown that diet? Rain or snow forced you to rethink the daily workout you promised…