top of page
Search
Serious Money Ohio
Mar 13 min read
The thrills are real and yet there is no fear.
Stock markets are at all-time highs in the US. The Dow Jones Industrial Average trails the other major indexes, up only 18% in the past...
14 views0 comments
Serious Money Ohio
Sep 27, 20234 min read
I didn't know I allocated my Fixed Index Annuity in the first place.
NOTE: This blog article is intended primarily for someone who already owns a Fixed Index Annuity. However, it will also be helpful for...
3 views0 comments
Serious Money Ohio
Jul 11, 20231 min read
Getting older and how it impacts your IRA RMDs.
Two minute video explains how getting old impacts your IRA accounts.
4 views0 comments
Serious Money Ohio
Oct 25, 20222 min read
The algorithm has definitely worked this time
Have you heard about indexes that use algorithms or mathematical formulas to guide their asset allocation? No human money manager. A...
2 views0 comments
Serious Money Ohio
Oct 21, 20221 min read
Trick or Treat - are you a gambler or a "for sure"?
A syndicated columnist each year writes about how he allows young trick-or-treaters to choose from two treats. One treat is a small piece...
0 views0 comments
Serious Money Ohio
Sep 8, 20222 min read
Are you waiting for 8% on your savings?
Two retirees recently told me that they are waiting for 8% before they move their nest egg out of the bank. They both mentioned articles...
5 views0 comments
Serious Money Ohio
Jan 4, 20211 min read
Are you out of proportion?
Last year was a good one for the "stock market". The major stock indexes all had double digit gains. Of course there were some stocks...
4 views0 comments
Serious Money Ohio
Nov 6, 20202 min read
How to expertly evaluate any annuity.
Do you include an annuity or two as a part of your retirement savings? Annuities are a common part of many retirement accounts because...
18 views0 comments
bottom of page