Despite market volatility, the economy remained on solid footing in 2018
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
2018 Review: International Edition
USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board
2018 Review: Sectors & Stocks
Reviewing top performing sectors and stocks of 2018
2018 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2018 and how they affected the major asset class performance
Value of Tax Planning
After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.
Tucson Monsoon – 2018 Update
A quick Tucson monsoon update for 2018
Trillion Dollar Baby(s)
After hitting trillion dollar market values will Apple, Amazon and friends continue their rise or will they be checked?
Current Investment Options For Your Cash
After years of near-zero interest rates, investors are finally starting to see some options to make a little income on their cash
2018 Mid-Year (ish) Review
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas
Mortgage Rates & Monthly Payments
Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers