Market Update: “We Are All Keynesians Now”

When the US stock markets closed last Thursday, traders called it the “Trifecta Day.” Thursday was the first day since December 1999 that all three major indices closed at record highs. The DJIA closed at 18,613, NASDAQ at 5228.4, and S&P 500 at 2185.79. All indices are also positive in returns YTD.

Read More


Workflow 5 – Living is Giving, Our Favorite Charities

“Gratitude turns what we have into enough, and more. It turns denial into acceptance, chaos into order, confusion into clarity…it makes sense of our past, brings peace for today, and creates a vision for tomorrow.” Melody Beattie

Read More


Market Update: Fundamentals vs Technicals

In July the Brexit vote created significant global stock market volatility with massive investor selling. The selloff resulted in a drop in world equity values by trillions. Investors continued their selling the week following, but since then the US stock market has been in a steady recovery

Read More

401K bLOG pIC

Four Steps to Become a 401k Millionaire

The US stock market is finally getting a breather from one of the worst starts in history. In typical fashion, the dramatic decline is now being followed up with a robust recovery. Since the market bottomed February 11 the major indices have rallied big time as noted below:

Read More


The Brilliance of Entrepreneurship and Human Ingenuity

Last week, I was returning to California from an eventful week of real estate acquisition in Texas. As I patiently waited for my late night flight, I observed a ground crew direct a Southwest aircraft to its designated gate.

Read More


Workflow 5 – Podcasts You Cannot Afford to Miss

Someone asked me the other day what my favorite resource for information is, I thought for a moment, and then quickly was convicted in my answer, podcasts. The world of podcasting has traveled an extraordinary distance since its conception in the late 1990s/early 2000s.

Read More

source -

How Well Do You Know Your Default Fund?

As the US and global stock markets continue to show volatility, even as central banks around the world (Ms. Yellen as the exception) are racing to prop up their economies with negative yields, 401K investors should be monitoring their accounts closely and trimming funds that have declined more than 10%.

Read More


Financial Time Traveler’s Podcast – Ep 02, Breaking the Mold

“Your audacious life goals are fabulous. We’re proud of you for having them. But it’s possible that those goals are designed to distract you from the thing that’s really frightening you—the shift in daily habits that would mean a re–invention of how you see yourself.”

Read More


What Do Tricycles and the US Economy Have in Common?

For the past nine years, the US economy has “recovered” from the Great Recession at the slowest pace in modern history. Wall Street Journal lead story this weekend was, “U.S. in Weakest Recovery Since 1949”. In the article they state:

Read More