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Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717
Working With Clients Remotely

Blog

Coronavirus: What to do with your investments

A client recently emailed asking me if, given the recent market downturn, we should rebalance his portfolio. Since I’m sure there are others wondering the same thing I though I’d share with you my response.

Rebalance? Probably not. However, if you have some cash you've been itching to put to work, now might be a good opportunity to do so.

“The Elements of Investing” by Charles Ellis and Burton Malkiel

If you want to understand why I believe the best way to invest is to create a low-cost portfolio made up of well-run index funds with a good track record and that’s properly diversified, then rebalance once a year, please read this book. The authors (as well as I) believe in the KISS strategy of investing and have the data to back it up.

How To Help Protect Your Identity In 3 (Relatively) Easy Steps

It seems there is a long list of massive data breaches we’ve seen over the years. Readers of this blog know that I use CreditKarma to monitor my credit scores for free.

Prism Is Once Again Listed In Forbes Article

Here's the link to the Forbes article that was just updated and lists hourly planners throughout the country. Guess who once again made the list!smiley

Traveling and Your Estate Plan

Many of my clients know how much my husband and I love to explore the world through travel. Since we are both able to work remotely, we're able to get away about once every quarter. Although some of those trips are in the US, many are not.

"​Living on Investment Income in Retirement, Part IV: Creating a Smart Withdrawal Plan" by Eleanor Blayney

Living on Investment Income in Retirement, Part IV: Creating a Smart Withdrawal Plan

I think this article, written by Eleanor Blayney, CFP®, clearly explains why choosing the right account from which to withdraw during retirement is so important. >> Read The Article

How Much Value Does a Financial Planner Add?

Hiring a financial planner can be expensive. I get it. Any conscientious person must ask themself—Is hiring a planner worth the cost?

Trump’s Tweets versus Individual Stocks

As I was reading “How to Make Your Money Last” by Jane Bryant Quinn this weekend (a very well-written and informative book, by the way), I came to her section on investing. She’s not a fan of owning individual stocks, just like me.

Will We Ever Get a Fiduciary Standard For All?

What standard would you prefer apply to the person giving you financial advice?

Is It Time To Rebalance Your Portfolio?

This cobbler’s children wear shoes!

"The cobbler's children have no shoes" refers to the phenomena where people are successful at doing something in their professional lives, but don't practice it in their personal lives. Well, my kids were close to being shoeless, but no more!

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