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How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
2023 outlooks not bound by the calendar
By Kyle Tetting The most common question as we turn to the new year is what to expect in the year to come. That’s a logical question, even more so in the wake of the challenges we faced in 2022. However, any answer to the question comes with a major caveat. For starters, 2022 was exceptional for how closely the calendar year encapsulated the market decline. […]
Staying alert to fraudster red flags
“The next morning, the client called back to ask what was going on. She had no idea her email had been compromised and had definitely not requested the funds.” […]
Money Talk Quiz, January 2023
Catch up on the latest Money Talk Podcast discussions with our multiple-choice quiz. […]
Like pulling teeth: Scrutinize your bills
By Joel Dresang I’ll spare you the details of my misadventures with dental billing. The bottom line: Review your account statements regularly, and speak up about anything amiss. Considering all your effort to earn, save and invest money, you owe it to yourself to scrutinize how it’s spent. […]
Over the river and through the Fed
By Kyle Tetting If anything taught me directions growing up, it was the countless trips to visit family around the holidays. With one exception, I tended to have a good sense of where we were going and how to get there. As we survey the economic landscape entering another holiday season, there’s an interesting parallel between my formative years and the current environment. […]
Investor upsides as interest rates rise
As interest rates have been rising, investors have seen the values of their bond holdings shrink. In a MONEY TALK VIDEO, Kendall Bauer points out some of the upsides of the rising rate environment. He spoke with Kyle Tetting as part of the 2022 Investment Outlook Video. […]