January 8, 2021 – Featuring Jeffrey Levine, Director of Advanced Planning at Buckingham Strategic Wealth When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much as possible as early as possible.” Certainly, taking such action…
January 8, 2021 – Featuring Connie Brezik Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your clients…
December 28, 2020 – Featuring Jeffrey Levine From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
December 4, 2020 – Kurt Wunderlich As the great Biggie Smalls once said, “Mo money mo problems.” But is that true? Or do people just not use the money they earn and save correctly? How can we use money as a tool to increase the level of overall joy and contentment in our lives? What…
December 4, 2020 – Zach Novak Can you think back to your formative years and bring to mind a gift or two that you still recall fondly to this day? Now fast-forward back to your adulthood. I’m sure we’ve all noticed how difficult it can be to replicate those types of gifts for children and…
November 20, 2020 – Larry Swedroe The greatest advantage from gambling comes from not playing at all. — Girolamo Cardano, 16th-century physician, mathematician and quintessential Renaissance man ◊ This tale is part of LARRY SWEDROE’s Investor Tales series. Like all the tales, unless otherwise specified, they are hypothetical examples designed to educate the reader on…
December 4, 2020 – Rob Ziliak, Chief Experience Officer When it comes to the weather, our attentiveness is usually short term and myopic; we often fixate on this week’s forecast wherever we are located. Periodically, we may look at a slightly longer trend, such as how the hot, dry summer may impact the availability and…
December 2, 2020 – Featuring Meir Statman From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
November 3, 2020 – Connie Brezik For many years, we have experienced historically low interest rates, and expectations are that the Federal Reserve will maintain is near-zero rate policy through the end of 2022 or until it sees inflation rise. This means that your investments in fixed income securities, such as cash, certificates of deposit…
November 3, 2020 – Kurt Wunderlich We’ve all seen the pictures: Kids in their pajamas sitting amongst dozens of presents stacked high around them, massive grins on their faces as they get ready to rip through the wrapping paper like the Tasmanian Devil. As parents, we think, “Wow, that is one happy kid. He’s the…
October 12, 2020 – Kent Schmidgall, Wealth Advisor Although the current and future costs of long-term care are a chief concern for many, especially as we age, long-term care planning remains one of those less-than-desirable topics to raise with your advisor. Incapacitation can be a very difficult and sobering subject to broach, and I’ve found…
October 12, 2020 – William Morgan Clearly, 2020 has been a year unlike any other. The coronavirus pandemic and its impact on health and the economy has forced a lot of people to reassess their priorities and the financial life decisions tied to them. For some that means establishing or replenishing an emergency fund. For…
October 12, 2020 – Zach Novak Do you remember “The Dress”? From way back in 2015? Sure, hundreds of internet sensations memorable for one reason or another have gone viral over the years, but this one made a splash by any standard. Is the dress white and gold? Or is it really black and blue?…
Larry Swedroe My 2007 book Wise Investing Made Simple: Larry Swedroe’s Tales to Enrich Your Future contained 27 tales whose goal was to educate investors about important investment concepts and strategies. This article is in the spirit of those tales. That’s what diversification is for. It’s an explicit recognition of ignorance. — Peter Bernstein In…
September 29, 2020 – Featuring Jared Kizer From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
