In this video series, Jason and I talk about several estate planning issues facing soon-to-be retirees. Topics include passing down a family cottage, things to consider with second marriages, and how to properly give gifts and loans to your children.
In this video, I walk through the implications of taking money from your investment portfolio, and share a simple visual that explains the differences between investing while you are working and investing in retirement.
A look at global asset class returns in Q2 of 2022, and performance of the Dimensional Fund Advisors Global Portfolios.
Retirement planning starts with a vision that gets you excited and passionate. In this video, I walk through 3 exercises that can help you get clear about the things and people you want to devote time to in order to live a fulfilling retirement.
Investors worry about deploying capital into the market at all time highs. They also worry about deploying capital into the market after a correction. But, what does history tell us about market returns in each of these scenarios?
"Should I simply get out of the market and wait for the dust to settle?" This is a question that many investors have asked themselves so far in 2022. They may even have acted on it. While getting out of the market may feel satisfying for a short period of time; historically speaking, it has been a bad way to manage your investments during downturns.
If the year were to end today, it would mark the single worst year for the US bond market in history. So, what should fixed income investors do about it? In this short video, I show how the bond market has rebounded after significant drops.
Our default emotional setting in volatile markets is to "do something". We want to avoid danger, or possibly take excessive risks in order to make back our temporary losses in a short period of time. Most of the time, the ideal strategy is to simply do nothing. But, there is one thing that you can do which allows you to reverse your default emotional settings and do something helpful for your portfolio - that is to rebalance.