InFocus Blog

What We’re Reading – June Edition

hand holding watering can watering money tree
  1. You Can’t Invest Without Trading. You Can Trade Without Investing – Jason Zwieg
    1. https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=djemMoneyBeat_us
    2. The recent craze in crypto currencies, “meme-stocks” and interest in other assets begs the question: What’s an investor? In his long-running Intelligent Investor column, Jason set’s out to answer that question. (May require subscription)

Hot Retirement Topics

It is not often that we get to call retirement topics “hot”, but right now I am taking the liberty.  Some topics can and likely will affect your retirement years...

What We’re Reading – April Edition

view from bridge of container ship on ocean waters
  • How to Invest in an Annuity – Christine Benz, Morningstar

What We’re Reading – March 2020

Rebalancing – AON https://www.aon.com/getmedia/099185c3-1d9c-48f0-ac94-631826808391/Aon-Rebalancing-Paper-March-2020.aspx A great whitepaper from Aon on the importance of re-balancing. This paper is a bit technical, but if there is one thing we’ve learned over the...