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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...
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Serious Money Ohio
Aug 24, 20232 min read
Keep your broker; I'll do your Retirement Income Planning as a stand-alone service.
I understand that you can't leave your current broker or financial advisor easily. They do have all your money, and it is "allocated"....
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Serious Money Ohio
Aug 3, 20232 min read
Are you terrible at financial math? It is costing you money.
Some people like numbers, calculating and figuring. Their brains are wired to look at choices that involve numbers well. These folks...
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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.
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Serious Money Ohio
Jun 23, 20231 min read
Do you remember 1984?
In 1984 a medium sized life insurance company made a portfolio allocation "bet" that caused its trajectory to soar for the next 30-years....
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Serious Money Ohio
Dec 6, 20221 min read
When it absolutely, positively has to........
Do you remember the rest of this 1990's marketing slogan and what company made it famous? Of course, you do! This concise slogan ended in...
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Serious Money Ohio
Dec 1, 20222 min read
The chicken or the egg? It matters to your retirement!
I'm not sure which came first when it comes to scrambled eggs and chicken sandwiches. But I know what HAS TO COME FIRST when you are...
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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...
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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...
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Serious Money Ohio
Sep 13, 20222 min read
ESG Index comes to a Fixed Indexed Annuity!
Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...
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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...
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Serious Money Ohio
Aug 31, 20223 min read
You’ve lost more of your Nest Egg than you think.
Right now, may be one of the roughest times that retirees will have to deal with for a long time. The effects of inflation and market...
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