The average cost to generate $1,000 in income from a 50/50 balanced portfolio historically has been about $25,000. Today, $1,000 of income costs approximately $80,000 from a balanced portfolio and briefly exceeded $150,000 for bond investors in 2020. The rising cost of portfolio income is a global phenomenon. Read … Read More
The changes in Social Security benefits and taxes for 2021 were a bit controversial. Benefits will rise 1.3% this year, which is not expected to allow beneficiaries to keep up with … Read More
As a business owner, you manage all sorts of complexity in your work. Goals, expectations, and the people who help you meet them may change. But even though things constantly … Read More
Several years ago, track and field fans witnessed the kind of finish that’s rare even at Eugene, Oregon’s legendary Hayward Field. The event was the women’s 3000 meter steeplechase, a … Read More
15 FINANCIAL RULES TO LIVE BY The 15 Financial Rules are a checklist for our uncommon approach to financial thinking. PROTECT YOUR TODAYS 1. Protection First: Protection should always … Read More
When looking at your complete financial picture, having the proper legal documents in place and ensuring they are up to date, is a key foundation to making certain you and … Read More
When planning for the future, you have a wealth of options related to who should continue to run your business. Many business owners’ plans fall short because they are unaware … Read More
Market prices have shown us that certain companies have benefited from the way society has changed during the COVID-19 crisis. A group of tech-focused businesses, referred to as FAANG stocks, … Read More
Oh The Places You Will (Or Won’t) Go: An Update on Commercial and Residential Evictions in California Amidst COVID-19 See flow chart here. Given the ongoing COVID-19 pandemic and … Read More
It is safe to say that this year was full of surprises. Some businesses thrived, while in other areas jobs were lost, companies were forced to go under, and we … Read More
