As we wind down financial literacy month, I can’t help but think about the recent Marvel release of Avengers: Endgame. Why? First, I grew up a bit of a comics nerd and am now a stalwart believer that 90s X-Men are the best of all iterations of X-Men. Second, I’ve shared the experience of the […]
The United Kingdom is leaving the European Union! Implications for global trade could be disastrous! Implications for the global financial industry could be even worse! The British government is in disarray! People are panicking! But should they? To say the U.K. has weathered worse would be so trite an understatement that even the British – […]
Utility company stocks, as you’re probably aware, are considered among Wall Street’s safest bets. In return for agreeing to be highly regulated to the point where they’re practically in the public sector, the issuers are granted monopolies from the states, which virtually guarantee them a profit. It’s a small profit, but a steady one. If […]
We have a lot to be grateful for. I’m sitting here writing a financial newsletter, and you’re sitting there reading it. That means we both, thank goodness, have enough money to be concerned about investing it. We’re not living paycheck-to-paycheck, as so many others are. We’re probably not even living in fear of a sudden […]
You’re probably among the 60 percent of U.S. homeowners whose property is overvalued for tax purposes, at least according to one study. According to another, you’re also probably one of the 98% who hasn’t done anything to address this injustice with proper property tax planning. But there’s plenty you can and should do to trim […]
If you’re like most of us, you haven’t thought too deeply about your retirement savings for some number of years. You might have made a selection on your W-4 form the day you were on-boarded and haven’t given it a whole lot of attention since. You get your periodic statement from your retirement plan, and, as […]
In any given year, it’s good practice to take a look at your payroll deductions. But it’s even more urgent now, considering the seismic shift in tax policy from 2017 to 2018. The Tax Cuts and Jobs Act of 2017 might reduce your tax burden and is intended to simplify your filing. But if you’re […]
With Halloween in the rearview mirror now, it makes you wonder: why do we like to be scared so much in the first place? Experts will tell you there are several reasons, but basically fear works on our bodies like a stimulant. When we get frightened, a lot starts to occur in us physically. Our […]
It’s hard to stay focused on a lot of things, including the markets, in the face of the human tragedy like what we’ve witnessed from Hurricane Harvey and its aftermath over the last few weeks in South Texas, in the greater Houston area, and into Louisiana. For the people who lived through it, the storm […]
WOW – August already! Where has the summer gone? I can’t believe that it is time for school and college to get cranked up again in a matter of weeks. I personally have two going back to college this year. They are both attending Baylor, as I did, and it is great to be able […]
