Hi Friendos, I don’t know if you heard, but the stock market took a tumble last week! Today I’ll share three ideas for productive things you could do as a result. We all want to “do something” when things feel crazy, so the key is to keep it productive and not be our own worst […]
Hi Friendos, Last week I suggested that everyone should have a written financial plan. In this and future newsletters, I’ll discuss selected elements I think your plan should consider. Today’s topic is taxes and your asset allocation. Let’s say you’ve decided that you want an asset allocation of 60% stocks and 40% bonds/cash. Consistent with […]
Hi Friendos, Today’s newsletter ends with a single recommended personal finance to-do: create a written financial plan. Scoping out your future financial needs is full of uncertainty and unknowns. You’ll still be better off with a plan than without one. In business school, I took an accounting class called “Financial Reporting and Analysis.” The entire […]
Frequently Taxed Questions 