Socially Responsible Investing is often shortened to “SRI” or more recently “ESG”.

I just listened to "The Investment Answer" by Daniel C. Goldie and Gordon S. Murray, which was recommended by a client. (Thanks, Mike!) I believe their views on how people should approach long-term investing are right on the money. (Pardon the pun!) You can read this book in one sitting, or listen to it in its entirety in just 45 minutes. 

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

This cobbler’s children wear shoes!

The stock market will go up...and down.

Bond yields wil

Do you regularly donate to organizations such as a religious institution, alma mater, or a 501(c)(3) charity? Good for you!