This column was published in the Knoxville News Sentinel on Sunday, Jan. 20, 2019. A new year allows us to start fresh and think about new things – new resolutions, new habits, new goals and new opportunities for growth. Last year wasn’t particularly kind to investors. Equity markets across the globe ended lower, and volatility picked up during the fourth …
What kind of bias do you apply to your finances?
This column was first published in the Knoxville News Sentinel on December 12, 2018 We all fall into traps that have the potential to take us off track of achieving our financial goals. Some of us are more conservative with our money than we can afford, and some of us are more aggressive than we should be. There are four …
Financial Insights, Reflections on 2018
This article originally appeared in the Knoxville News Sentinel’s business column on November 18, 2018. As this year is drawing to an end, here are a few random thoughts related to the markets. October was one of the worst months for stocks that we’ve seen in years, but there is likely a bright future ahead. Since 1950, the S&P 500 …
Try these tips for analyzing your investment needs
This article originally appeared in the Knoxville News Sentinel’s business column on October 21, 2018. The market has recently had the long-awaited “hiccup.” I happened to be at an investment conference when the market was off 1,300 points over two days. Dr. David Kelly, chief global strategist at J.P. Morgan, was one of the keynote speakers. He had some excellent …
Importance of a Will
This article originally appeared in the Knoxville News Sentinel’s business column on September 30, 2018. Alright everybody, let’s get around to it. There are all these items on our to-do lists that we keep putting off. Cleaning out the closet, giving away clothes that we haven’t worn in two years, and sorting through that junk drawer that just keeps getting …
Risk Tolerance: Defining Your Limits
This article originally appeared in the Knoxville News Sentinel’s business column on August 19, 2018. The sky is falling, the sky is falling. Sell, sky! We’re all waiting for the next stock market correction. I received another email this week asking, “Isn’t it time for a big collapse? Should I sell?” There are a number of factors to consider regarding …
Succession planning, an unexpected side effect
Through this column I try to help the reader address challenges they may be facing by asking myself, “What would I want if I were in their shoes?” Then, I share the insights I’ve learned in my career. Over the years, I’ve seen how the cloud of a family crisis can hinder smart people from exercising good judgment, so hopefully …
Property Planning for Your Home and More
WHAT property do you have? WHY do you want to transfer it? WHO do you want to receive the property? WHEN do you want to transfer it? HOW do you legally transfer the ownership of the property? Answering these five questions will help you develop a plan for transferring your property to the next generation. WHAT types of property do …
Cyber Security
Article first appeared in the Knoxville News Sentinel. Last week hundreds of people received an email purportedly from me forwarding an attachment to be opened. Only it wasn’t from me. It was spoofed. If you hovered a mouse over the email address you would see “my email” wasn’t really mine at all. And since my email appears at the bottom …
What you should be doing now
Help! The market is at a record high. What should I do?! Yes, the market was trading in record territories, but things haven’t been as over-valued as they might have appeared. Corporate earnings are up, so while the price earnings ratios are high, they are not at “frothy” levels. However, we are certainly not surprised by the recent increase in …