THINK OUTSIDE THE BOX

Financial and investment management takes significant time, patience, and discipline. Nothing is static. Life, markets, laws and regulations, etc. are all fluid and ever-changing. We relish keeping in harmony with this constant change. You may too... With that in mind, please enjoy the information posted below. Knowledge is power!

February 2, 2024

What to Do When the Market Tanks

You may be tempted to panic or sell when the stock market is down. However, with a wise strategy you may want to reconsider saying the course. Here's why.

January 11, 2024

Warren Buffett's Best Quotes

This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.

December 2, 2023

It's Time to Revisit Your Annual Financial Goals. How Did You Do?

This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.

October 27, 2023

What is The Fed, and What Do They Do?

This blog helps readers understand “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.

July 5, 2023

11 More of the Best Quotes on Retirement

This blog will share helpful, humorous, and insightful quotes about retirement.

June 22, 2023

Does the 4% Rule Hold Up?

This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.