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Thursday, September 3, 2020

Notes Along the Path. Today we will be discussing: Gordon Achtermann quoated in the News, My Publications, Latest Market Commentary: Recession and Rally - Together Like Never Before, A Personal Reflection of Preparing for College

Thursday, August 13, 2020

Are You Saving Enough for Retirement? Financial Advisors get asked this question all the time: Am I (or are we) saving enough? Maybe you have heard of the concept of a retirement number. The idea is that you figure out your number, and...

Thursday, August 6, 2020

This may be my longest issue in a while, so feel free to skip to your top priority first. Today we will be discussing: My IBD article, The State of Our Nation: economic & market commentary, Roth IRAs, August 31 rollover deadline...

Thursday, July 2, 2020

Today we will be discussing July 4th Celebrations, The Swoosh: economic & market commentary, Lessons from the pandemic (so far)...

Wednesday, July 1, 2020

Since beginning Your Best Path Financial Planning, I have learned that what clients want is to SEE their finances better. To me, this means I must Simplify for them, Educate them, andEmpower them. To that end, the set of principals...

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Friday, June 26, 2020

Let's Fix this: Less Than Half of You Know, Before Retirement, How Much Social Security You Are Going to Get. Researchers at the University of Michigan Retirement and Disability Research Center found that more than 50% of their sample...

Wednesday, June 3, 2020

I cannot remember a time when I've seen such a wide disparity between what is happening in the economy and what is happening in the stock market. As I explained last month, much of what is happening is the achievement (fault?) of the Fed...

Wednesday, May 13, 2020

Whatever it takes. Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me. It will be enough. Wait, did Fed Chief Jerome Powell really say that? No, he didn't, but the Fed's actions seem to have...

Monday, April 6, 2020

Today we will be discussing: Covid-19 Status and outlook, March market review, First, an admission. I was quite wrong about the virus. My initial take at the end of February was that it would likely be contained. That was before I knew...

Saturday, March 14, 2020

Click HERE to download your printable PDF of the Key Planning and Investment Deadlines for Spring 2020. Thank you for being a client or for taking interest and giving me a chance to win your business. I value your trust and the...

Wednesday, February 19, 2020

Your Best Path Financial Planning is happy to announce that we are now a Green America certified business! Green America is one of the largest marketplaces in the US for people to find green business. For decades I have been a proud...

Monday, February 10, 2020

Our topics this month are: The SECURE Act, January Market Review and Current Outlook. As 2019 came to a close, the President signed into law a sweeping series of...

Monday, January 13, 2020

Our topics are: Your Best Path In the Media, What moved markets in 2019. As some of you you know by now, reporters often reach out...