Revisiting Portfolio Risk Tolerance…..Again

With the recent market volatility during 2022, I thought I would add a quick update to my blog site. What caused me to do this was a recent conversation I had with a family member. Like all of us, the recent down-draft in the stock and bond markets has been very unsettling to this person. […]

Why Did We sell Our home? (Part 2)

This post is a follow-up to my last post on why we sold our home. In that post I discussed the opportunity to sell our home at a premium price and, despite the fact we loved our home, we concluded that selling our home would better enable my wife and me to change our lifestyle […]

How to Decide Whether to Sell Investment Real Estate

I received an inquiry about selling investment real estate that leads me to think that the discussion in my previous post on the decision to sell investment real estate may have been confusing to some readers. In this post I will expand further on my discussion to the approach I use in deciding whether to […]