In the second in my series on stock returns from 2000-2019, I look at international and emerging markets.
I looked back at the last 20 years of the US stocks and bonds market and made a few observations. This is the first in a series.
Many clients come to Sensible Financial with a tangle of investment accounts. We analyze and reorganize their investments to make them more efficient and less expensive.
The basic financial problem is simple: you live longer than you work. How do you move assets from your working years to your retirement years? We can help you build a long-term strategy for planning for your retirement.
Investment returns are unpredictable. There are many strategies to invest in, some have more risk than others. Rick Miller discusses the reasons for following a passive approach to investing.
As people age, the allocation of their portfolio changes. Over time, financial assets grow to be a large component of their portfolio as human capital decreases. Rick Miller discusses the shift when aging in regard to financial planning for the future.
Edward Samp contributed extensively to this article. Many investors have become interested in the impact of their investment decisions on the world in which we live. While the primary objective of your investment strategy may be financial: e.g., allowing you to live comfortably in retirement or putting your children through college, some investors also desire [Learn more…]