Every month Notes Along the Path will include an update on the markets and analysis of major developments in Washington that may impact your investments such as tax law changes or regulations that relate to specific industries, investments in general, or other areas of financial planning. We will also dive into a different topic each month and include updates on my quotations in the media.
Occaisinally, I write longer form articles for my subscribers. These will be posted here as well.
January 8, 2021 Dear Friends, Welcome to another edition of Notes Along the Path! Please consider sharing this with someone you know who might be asking themselves (or you!) questions about their financial future. This month's topics:...Read More
My Fiduciary Oath Potential clients sometimes wonder about the difference between a 100% fiduciary (like me) vs. a part-time fiduciary (also known as a fee-based advisor). As your 100% fiduciary my oath and code of ethics applies all...Read More
December 7th, 2020 Dear Friends, Welcome to another edition of Notes Along the Path! As always, I hope you will consider sharing this with someone you know who might be asking themselves (or you) questions about their financial picture...Read More
Dear Friends, Welcome! I hope you may benefit from this month's edition of Notes Along the Path. For those of you that are existing clients, I hope you will consider sharing this with someone you know who might be asking themselves...Read More
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 CollegeRead More
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...Read More
Let's Fix this: Less Than Half of You Know, Before Retirement, How Much Social Security You Are Goin
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More