Long-term successful equity investing is neither intellectual nor financial, but temperamental: it is how one reacts, or chooses not to react, to market declines. As the new year kicks off, I thought it would be helpful to briefly recap our shared investment philosophy (I hope you agree), and then share... read more →
Feb
04
Aug
27
My commute to the office, if you can call it a commute, is about one and a half miles. Total drive time is about 7 to 8 minutes. Often, I will listen to some smooth jazz or something similar, or just have the windows down and feel a warm breeze.... read more →
Jun
03
It goes by many names. Some call it a “rainy-day fund” or an “emergency fund”; others refer to it as “mattress money”. Whatever you call it, the function is the same. It is a buffer of protection against life’s unexpected occurrences. Think of it as insurance against some sort of... read more →
Nov
15
Considering listing your property on sites such as Airbnb or VRBO? Living in Florida makes for a desirable destination vacation due to its generally warm climate and beaches. There is a reason why there are more than 7 million listings worldwide on Airbnb and more than 2 million on VRBO... read more →
Nov
07
The numbers are here - Americans spent $61,224 on average in 2018, a slight increase from 2017. Where exactly was that money spent? The U.S. Bureau of Labor Statistics has issued its most recent consumer spending report with the findings of spending per consumer unit.* Where is our money going?... read more →
Nov
01
Cost and Lifestyle Comparisons of City versus Country Living Considering making a move to the country? Maybe you want more quiet days, or you want to reduce your spending. Or maybe you just want a change in the pace of life. No matter your reasons, relocating to the country extends... read more →
Jul
01
The phrase ‘Nursing Home’ does not have to be part of your vocabulary as soon as you might think. Did you know there are options to stay in your home well after retirement and late into your “aging” years? Through a design concept called Universal Design, you can make changes... read more →
Jun
20
Retirement expenses are not the same for every person and can look a lot of different ways. Where travel might be on one person’s list to include in retirement spending, eating out multiple times per week might be on another’s list. But often times, the expenses that unexpectedly pop-up are... read more →
Apr
11
4 minute read Grocery shopping is something that never ends in life. You will always need a budget for food. Not to mention, Americans spent more than 12 percent of their income on food in 2017, the third largest expenditure, according to the Bureau of Labor Statistics. Here’s a few... read more →
