Mastering Money 9/3/21

A new landmark retirement study has found that the number of Protected Households has risen for the first time since 2018. The Alliance for Lifetime Income’s annual Protected Lifetime Income Study revealed a total of  3.1 million NEWLY  Protected...

Mastering Money 8/10/21

We all enjoy making good money on our investments…. AND, We all would prefer relatively calm markets with no abrupt surprises, no disappointments, and no shocking draw-downs. But that is living in a dream world. Like it or not, we happen to be living at one of...

Mastering Money 8/19/21

The two largest assets of most middle and upper middle-class households are the family home and the 401(k) or other employer-sponsored plan. These assets form the core of almost every American family’s financial security.    How important are these...

Mastering Money 2/2/21

A Wall Street Journal-published-report points out that many of us routinely—and even BLINDLY—rely on the advice of ALGORITHMS in all aspects of our lives today, from choosing the fastest route to the airport to deciding how to invest our retirement savings. In...

Mastering Money 2/5/21

Whether knowingly or not, millions of Americans voted for higher gas and electricity prices when they voted for Joe Biden, and based on recent market action, they are already getting a return on their vote “investment.”  Joe Biden has been busy. ...