Blog

I recently spoke to a University of Kentucky class about financial planning and investing, as I have each semester for the last several years. The class has evolved some since those first couple of semesters to include more business majors than before. Their questions, however, haven’t really changed that much. Here is what I’ve found they’re most interested in discussing:

Enjoy this month’s edition that features a review of the stock and bond markets in 2021, a reminder of the benefits of diversification, a note about TD Ameritrade tax statements, and an invitation to schedule a meeting with us.

One of my golfing buddies texted our group wishing us a Happy New Year and informed us that, as of January 1, 2022, as far as he is concerned, we’re all starting the new year as scratch golfers. In other words, we’re now all WAY better than we actually are.

The list of books I most enjoyed during the past year isn’t quite as anticipated as former President Obama’s or Time Magazine’s – but maybe it should be. My list, however, simply shares the books I enjoyed regardless of when they were published. I hope you find something interesting here too.

Enjoy this month’s edition that features notice of a potential phone call from BMO, a look at the Federal Reserve, as well as a reminder on how to protect your passwords.

Potential Phone Call From BMO

I am obsessed with Succession, the HBO Max series about the uber-wealthy and powerful family vying to take over their father’s media empire. While exploring the motivations and psyches of truly terrible people, the show excels at character development and features brilliant writing. In the 2nd season, there is a scene where they provide striking perspective on wealth.

Enjoy this month’s edition that features a note about the Moneywatch Holiday Party and some advice to help you save on taxes this year.

Steve: This article appeared on Forbes online on Oct. 20, 2021. As it is almost as good as something I would write myself, I thought I’d share. The link to the story is at the end.

Ever wonder how the wealthy stay wealthy? For one, they don’t just leave their money sitting around in some savings account. Here’s what they do with it instead...

Enjoy this month’s edition that features a description of bond yields and what those can tell us.

My Great-Grandma Tootsie was born in 1880, 15 years after the end of the Civil War! She lived to be 98 and died when I was 14 so I not only met her but I knew her and remember her well.