Historically, I’ve viewed stocks as funny money. It’s not real until it’s converted into something you can use. Given the lack of utility for stocks, I’ve long preferred owning real…
feel
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Stocks
‘I feel tricked’: My contractor handed my $42,000 pool upgrade to a subcontractor I had already rejected. What can I do?
“I specifically rejected Contractor A because of his reputation.”
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I help research wealth management concepts at work. They are usually related to a wealth management problem that our clients (and most likely you) have such as how much do…
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Stocks
‘I feel shoehorned’: My father funded my $800,000 Roth IRA. Does that give him the right to say how I invest it?
“His argument is essentially that, since my parents provided the money for the Roth, they have a say in how I invest it.”
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The chart below is the State Street® SPDR® MSCI USA Small Cap Value Weighted UCITS ETF (ticker USSC): If you see where the orange line is, you would be able…
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Canadians continue to feel affordability pressures even as they show modest signs of financial improvement, a survey by TransUnion Canada said. While its survey suggests a gradual improvement in Canadians’…
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When touring homes, you’ve probably stepped into one that instantly felt bright, open, and spacious, only to discover later that it had fewer square feet than expected. On the other…
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Stocks
‘I feel like he may be taking advantage of us’: Our adviser pushes annuities after we already said no. Do we fire him?
“I feel like he may be taking advantage of us.”
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When you walk into a home built a few decades ago, you can usually feel when things are not with the modern times. Not just from the paint colors or…
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Investment
Why Many Cautious Retiree Usually Only Feel Safe to Retire with a Very Low Safe Withdrawal Rate (SWR) – Investment Moats
I saw this Tweet by Cullen Roche, of Discipline Funds about risk tolerance that I resonated with: This is something I’ve completely changed my mind about in recent years. I…
