It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.