Posts by Bill

On Finance: Understanding the Advantages of Index Funds

index funds

Index funds are all the rage. These low-cost, market-tracking investments have captured the attention of all investors, including beginners and seasoned veterans.

Smart Investing Strategies Can Help You With Your Taxes, Too

Over a lifetime of investing, your portfolio is probably going to generate a lot of taxes. Not that taxes are a bad thing, but if you can reduce them, you…

Start the New Year Off Right by Simplifying Investments

The new year brings with it an opportunity for a fresh start in all dimensions of our lives for those of us who choose to embrace the abundant life we…

Financial Planning Can Help Avoid Future Turbulence

Knowing what I know now, if I had to do it all over again, I probably would have followed in my kid brother’s footsteps and pursued a career as an…

Communication is the First Step to Good Financial Health

You’ve heard the statistics, and there is a good chance you and your partner, if you have one, might be on the wrong side of the data: According to Psychology…

When the Bear Growls, Opportunity Knocks

This summer, the Dow Jones Industrial Average, Standard & Poor’s 500, and NASDAQ Composite indices all reached record highs. It reminded me of a time not that long ago —…

Index Funds Help you Weather Uncertainty

I love it when this magazine arrives in my mailbox. Month after month, it provides a window to the world of Eastside companies. Better yet, it provides insights on the people…

Checkbook Managers Already Know the Best Way to Invest

“I don’t understand investing; I just manage the checkbook.” A woman shared this comment with me a while back, and it got me thinking about how traditional gender roles relate…

Managing Investment Emotions is Harder Than Managing Accounts

“I just don’t understand the stock market.” That comment has been shared with me on several occasions during my 35 years in the financial services industry. In light of that…

Grads: Focus on Your Dreams, not Investment Minutiae

Caps, gowns, and graduations — it is that time of year. For those of you who are graduating from college in the coming weeks, it is time to take those…

Despite Broad Economic Woes, Common Stocks are Worth a Look

The price of oil has plummeted. China’s economic growth is slowing. Bonds offered by Japanese and European banks are paying negative interest rates. Stock prices around the globe are down…

A Stable Portfolio Trumps Market Insecurity

When something in our life is headed in the wrong direction, our natural tendency is to make changes to get it back on course. With oil prices plummeting to levels…

Delayed retirement saving? Salvage it by starting today

Is it just me, or do the months fly by faster each year? It seems like we barely said goodbye to 2015, and here it is, already February in a…

Monitor Your Portfolio Once This Year, Then Ignore It

This article originally appeared in the January 2016 issue of 425 Business. It is a new year and an opportunity for a fresh start in your mission to build wealth.…

Three Tricks for Successful, Easy Investing

This article originally appeared in the December 2015 issue of 425 Business. Sometimes, I just want to scratch my head and ask, “Why does Wall Street make it so hard?” Building…

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