September 2015 - Experiencing Financial Contentment

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Monthly Archives: September 2015

No Investment Portfolio Should be Like Fantasy Football!

Investing is for the long-term.  Fantasy football–not so much.  Over the years I have seen many an investor attempt to play the odds and hit the home-run in their portfolio.  It is similar to fantasy football when you essentially set a “short-term” lineup based on expert tips to hopefully achieve a win.  Your investment portfolio […]

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Revisiting the Rules of Engagement

In the last few decades with the advent of self-directed defined contribution plans (versus defined benefit), it has become more necessary to engage a financial professional to assist in future spending needs.  In the 2013 Risks and Process of Retirement Survey report, it states that “in 1974, defined benefit plans covered 44% of private sector workers, but today […]

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