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November 7, 2023 in Family Money, Mindful living, Our Physical & Mental Well-being, Technology
Plenty of user-friendly technologies are on the market today for our older relatives and their caretakers. Here's a list of currently available devices curated by helloEd that may help them.1) Visual Clock & Reminder Visual clocks help with keeping track of the time, day, and date for people who have trouble keeping track of time and reading clock faces. Losing one's sense of time can lead to confusion, anxiety, challenging behavior,...

June 29, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy So What’s Your Plan for the Bear Market? (David Booth, Dimensional) “When choosing how much you want invested in stocks, balance the regret you would feel when markets go down with the regret of missing out when things turn around.” Why trying to maximize annual returns is counterproductive. (collaborativefund.com) “It’s counterintuitive, but you will likely maximize investment gains over your lifetime if you go out of your way...

June 2, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Worried About Stocks? Why Long-Term Investing Is Crucial (David Booth, Executive Chairman and Founder, Dimensional) Excerpt follows: “Imagine it’s 25 years ago, 1997: J.K. Rowling just published the first Harry Potter book. General Motors is releasing the EV1, an electric car with a range of 60 miles. The internet is in its infancy, Y2K looms, and everyone is worried about the Russian financial crisis.   A...

May 18, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Right Now, But Wrong Later (On market timing and why its unlikely to succeed in the long run) (Nick Maggiulli) Things You See In Every Bear Market (Ben Carlson) How Long Do Bear Markets Last? (Ben Carlson) Your Finances & other Wealth Management links Phishing Campaign Uses Simple Email Templates (KnowBe4) “The email informs recipients that two incoming messages were returned to the sender, and directs the user to visit...

May 10, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy History Shows That Stock Gains Can Add Up After Big Declines (Dimensional) “Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.” Source: Dimensional Do Downturns Lead to Down Years? (Dimensional) “Stock market slides may lead investors to anticipate a down year. But a broad market index had positive returns in 17 of the past 20 calendar years, despite some...

May 3, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Watch- this 4 min. video> Stocks Are Hard to Hold During Drawdowns (Barry Ritholtz) “Why Drawdowns are a Feature in the Markets” Good News and Bad News About the Market (Ben Carlson) “It feels like it’s all bad news right now but the way I look at it is those losses are sunk costs. The past is the past and all that matters is the path forward.” Your Finances &...

April 27, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Today we share excerpts from Dimensional’s CLIENT QUESTION OF THE WEEK:  Why have my fixed income funds lost money? “Bond returns in the first quarter of this year were some of the worst in decades.  Many fixed income funds lost money, which can naturally cause anxiety amongst investors. The bond market incorporates new information quickly. Broadly, the market has likely adjusted expectations for interest rates and inflation. The...