Greetings all, We at Bona Fide have been able to enjoy a bit of down time and now we are ready to stay busy for the rest of the year helping our clients succeed in all aspects of their lives. This newsletter will provide you with some context surrounding current interest rates. But first, a […]
This month, I’d like to highlight the following resources on investing, vehicles, and your paycheck cycle: Read: Have you ever wondered what the benefit is of having a financial advisor for your investments, especially if you’re a do-it-yourselfer? This Vanguard client brief explains how financial advisors create value for investors. Listen: Car leasing is the most expensive way […]
This month, I’d like to highlight the following: Read: This short article “Investment Shock Absorbers” from Dimensional communicates the need to diversify your portfolio and identify the right mix of investments, all of which helps you keep on track toward your investing goals. Listen: In this podcast hosted by Meb Faber, he discusses “Why ‘Shareholder Yield’ Beats ‘Dividend […]
This month, I’d like to highlight the following: Read: This article by Personal Capital showcases four tips to max out your 401k in 2017. A little planning can go a long ways! Listen: Tight on time? Take 3 minutes to listen to this address from Jesse Mecham, founder of YNAB. He discusses why most people quit budgeting (hint: update […]
Happy New Year! This month, I’d like to highlight the following: Read: A new year provides us with an opportunity to reflect on our accomplishments (and any missteps) and resolve to start afresh. Whether you make New Year’s resolutions or not, here is one resolution worth keeping: Never chase returns. This article from Morningstar shows how investors who […]