Articles
Latest Article
My outlook for investing in 2025: 2-0-2-5
2024 largely came in line with what we had expected for a steady but solid economy. And 2025 looks to be more of the same.
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Past Articles
Retirement
Separating self from true value
Although managing money is mostly a rational pursuit, emotions often play a part.
Financial Planning
6 ways to get more from virtual appointments
Here are some tips for getting the most out of remote portfolio reviews.
What We’re Reading
What We’re Reading
Selling in May, Dow 40K, prospects for utilities and other eye-catching items.
Money Talk Quiz
Money Talk Quiz, June 2024
Learn highlights from recent Money Talk Podcasts in a multiple-choice quiz with links for more information.
Heads Up
Heads Up: Disconnected utilities
Scammers are impersonating utilities companies. Learn what you should do.
Financial Planning Retirement
Handling wealth: Age-old questions
Out of curiosity, I started looking for a convenient do-it-yourself cognitive test I could take.
