"Just keep in mind: the more we value things outside our control, the less control we have." — Epictetus The average day in the global stock market involves over $462 billion in trades. The … [Read more...]
You, Your Investments, and the Coronavirus
What is the prudent investor response to the uncertainty of a rapidly expanding overseas health crisis? Financial prognosticators are implying the Coronavirus could create economic headwinds that … [Read more...]
3 Simple Strategies for Your 2020 Investments
By now, you’ve probably seen a few – or a few thousand– retrospectives on the past year and the past decade … with a few 20-year reflections thrown in for good measure. It can be entertaining to … [Read more...]
The SECURE Act: What You Need to Know
Originally posted January 3, 2020 on the Delapcpa.com blog. You may have missed the news — buried in a much bigger federal spending bill and passed in the thick of the holiday season — but after … [Read more...]
Why ‘Safe Harbors’ Can Be Risky Business
We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbor” investments such as bonds, bond funds, CDs, money markets, or … [Read more...]
16 Things You Can Do to Prepare for the Next Recession
"There is only one way to happiness and that is to cease worrying about things which are beyond the power of our will." – Seneca We're in the midst of the longest U.S. economic expansion in … [Read more...]
Six Financial Best Practices for 2020
Are you ready to hit the ground running in 2020 with your finances? The new year is a great opportunity to think about annual goals and action items for the next 12 months. Here are six financial best … [Read more...]
Protecting What’s Yours (While You’re Alive)
There are many ways you can end up unavailable to make critical financial or healthcare choices for yourself or your loved ones. If you haven't documented your desires in advance, the outcomes may not … [Read more...]
What Is Liquidity?
"Liquidity is like oxygen. You don’t notice that you need it until it’s not there." What is "liquidity" and why should it be a consideration when crafting your overall financial plan and investment … [Read more...]