By Kevin Theissen Stimulus checks are arriving. The Internal Revenue Service (IRS) has distributed over $150 billion through over 88 million stimulus payments, according to Andrew Keshner of MarketWatch. If you have recently lost a job, or you’re having difficulty paying bills, […]
Category: Money Matters
Column, Money Matters
Money Matters: Your definition of risk changes in retirement
By Kevin Theissen During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past […]
Column, Money Matters
Your emergency fund: how much is enough?
By Kevin Theissen It is not difficult to understand that with the Covid-19 crisis, we all should know the value of having an established emergency cash fund. Beyond this crisis, have you ever had one of those months? The water […]
Column, Money Matters
Money Matters: Vermont Financial Literacy Grade: D
By Kevin Theissen The American Public Education Foundation recently found that Vermont schools are woefully short in helping prepare students to be financially literate. With a grade of “D,” many students are not learning to handle their finances smartly, avoid […]
Column, Money Matters
Money Matters: Pullbacks, corrections, and bear markets
By Kevin Theissen The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When […]
Column, Money Matters
Money Matters: Important birthdays over 50
By Kevin Theissen Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In […]
Column, Money Matters
COVID-19: media and markets
By Kevin Theissen In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential […]
Column, Money Matters
Money Matters: Ignore expert predictions
BY Kevin Theissen It is amazing how predictably irrational we humans are. There are certain things we cannot predict, but there are others that we are spot on, near 100% of the time. One of those is that when times […]
Column, Money Matters
Money Matters: The coronavirus correction
By Kevin Theissen In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts revised growth expectations, and investors worried […]
Column, Money Matters
Money Matters: What do your taxes pay for?
Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. We all want to mitigate taxes and make sure you pay exactly what you owe – and not […]