In researching a different blog post this week, I went down a Google rabbit hole. Instead of memes or Reddit posts, my rabbit hole consisted of statistics about widows that…
Elliott Weir, CFPJanuary 18, 2019
They Can Keep Bubbles From Forming - Just Be Ready for Them! With the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be…
Elliott Weir, CFPDecember 14, 2018
Recently I sat down with a client who will celebrate her 65th birthday next month. She wanted help sorting out her Medicare enrollment options. Letters, brochures, and other Medicare-related items…
Elliott Weir, CFPNovember 30, 2018
The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD? Or maybe under your mattress? Think either one of them…
Elliott Weir, CFPJune 1, 2018
We’ve all heard about Warren Buffett, the 87-year-old multi-billionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make…
Elliott Weir, CFPMay 18, 2018
For many Americans, the financial crisis that plunged the global economy into recession a decade ago may seem like a distant memory. Household net worth – the difference between assets…
Elliott Weir, CFPMay 4, 2018
Last September, Equifax announced that the had been compromised. The company, one of the three main credit reporting bureaus, disclosed that consumer information including names, Social Security numbers, birth dates,…
Elliott Weir, CFPApril 20, 2018
Are Parents Investing In The Right Things? It's that time of year: the days are getting longer, the birds are beginning to sing again in the mornings, the first buds…
Elliott Weir, CFPApril 6, 2018
Estate planning has traditionally focused on minimizing estate taxes and directing the disposition of your assets after death. Yet, in today’s modern world, managing your affairs has become even more…
Elliott Weir, CFPMarch 23, 2018
Weddings are a wonderful celebration and they are great for catching up with old friends. But I’ve noticed a few trends lately and I thought I would put together some…
Elliott Weir, CFPMarch 9, 2018
Don't always have access to a shredder? Want to get through your mail faster? This is a short and sweet post. Here's a (non-sponsored) plug for a tool I bought…
Elliott Weir, CFPMarch 2, 2018
Stock markets have been on a wild ride recently, plunging one day and then soaring the next. Pundits have offered many reasons for the biggest stock market swoon in two…
Elliott Weir, CFPFebruary 23, 2018
The 2018 Winter Olympics kicked off on February 7th and end on Sunday, February 25th. PyeongChang, South Korea will play host to over 90 countries at 13 venues where over 2,800…
Elliott Weir, CFPFebruary 15, 2018
Many people hesitate to seek out financial planners’ advice for fear of judgment. Why’d you blow that paycheck? Why’d you invest in that? You’ve saved what for retirement? Others wait…
Elliott Weir, CFPFebruary 9, 2018
Myth: When evaluating your investments, a higher average rate of return always means you will have more money in the future. Fact: It's possible to have more money making 5%/year…
Elliott Weir, CFPFebruary 2, 2018
Some behavioral biases seem tailor-made to foil retirement savers. But their ill effects are smaller for those who are aware of them. Most of us are aware that a sneaky…
Elliott Weir, CFPJanuary 26, 2018
As your loved one ages, he or she may require medication for health conditions. He or she may also take over-the-counter pills, vitamins, herbs, and dietary supplements. While each medication…
Elliott Weir, CFPJanuary 12, 2018
Should you incorporate any of these into your investing strategy? The January Effect The January Effect was first noticed by investment banker Sidney Wachtel in 1942 and the theory proposes…
Elliott Weir, CFPJanuary 3, 2018
Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties –…
Elliott Weir, CFPNovember 17, 2017