This is Part II of the blog I did last month – Bonds Behaving As They Should – Part 1. You can catch-up here. We were discussing the recent bond market gyrations and why investors should not be surprised.

During the late March 2020 market meltdown, I remember reading a lot of commentary about the problems in the bond markets. It was like a highlight reel from the 2007 – 2009 Great Recession. Déjà Vu all over again.

The market has fallen recently – everyone is acutely aware. Is this a great time to re-balance your portfolio and take advantage of today’s conditions?

This list is designed from a Comprehensive Wealth Management perspective. You need to look at your finance life, and its responsibilities, from a 360-degree perspective.

There is a huge difference between being a millionaire and living like a millionaire. In fact, I would say they are polar opposites!

As a retirement planner, I hear lots of people rationalize over-spending with the logic they will just continue to work longer. Find out why this is harder.