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Summer forecast: Frenetic, volatile
Summer activities typically mean calmer markets, but unresolved questions this summer might shift the pattern.
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Past Articles
Mortgage debt in retirement: Worth a talk
By Joel Dresang In our 30 years as homeowners, my wife and I have had occasional conversations about the urgency of retiring our mortgage. Math always settles it: At a fixed rate below 4%, our home loan is costing us less than the average 6%-7% a year that balanced investments have returned historically. […]
For What It’s Worth: Mortgage
By Joel Dresang We associate the clause “till death do us part” with a marriage vow. Etymologically, though, it should be part of a mortgage. […]
Staying ready for uncertainty
By Joel Dresang Like news editors, investors can plan and prepare with the best information available at the time, but they cannot foresee every possible cataclysm. […]
Checklist for circumstances beyond control
By Joel Dresang It’s only human to want to do something, so here are actions I have taken, specifically on investments. […]
Challenging the rules on rules of thumb
By Kyle Tetting One area where rules of thumb miss the nuance of the individual investor is in ballparking how much retirement income investments can produce. […]
Economy keeps counting on consumers
Much of the optimism for the U.S. economy is the health of consumers. […]