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Assuming imitation is indeed the sincerest form of flattery, consider this blog post a bit of puffery for J.P. Morgan’s recent thoughts on this subject that borrows heavily from the data in their 2020 Retirement Confidence Survey.

Enjoy this month’s edition that features reflections on the stock market.

Recently, the mother of a dear friend passed away without a will and it reminded me of this blog post I wrote a couple years ago.

Kentucky’s own Henry Clay reportedly coined the phrase, “self-made man” when describing Benjamin Franklin during a speech in the U.S. Senate in 1842.

Enjoy this month’s edition that features a review of the first quarter stock and bond performance plus a summary of insights from JP Morgan.

The Federal Reserve is predicting the U.S. economy will grow 6.5% during 2021 – the highest rate since the mid-1980’s. Meanwhile the first quarter was very good for stocks:

Okay, not evil, I was embellishing to get your attention. They are, however, misleading, offer a false sense of security and, not unlike fire extinguishers and bow ties, are to be used only in a dire emergency.

Two hosts of a podcast I’m listening to recently described their relationships with money after both growing up poor. Their thoughts started me thinking, again, about people’s views toward money and what affect it has on us psychologically.

Enjoy this month’s edition that features a perspective on the stock market plus a reminder to UK clients about the changes in their Fidelity fund options.

Enjoy this month’s edition that features an update on two new mutual funds and some important email security tips.

If you’ve read any commentary over the last couple of weeks about the company GameStop, and how could you miss it, then you’ve probably seen this portrayed as the classic David vs. Goliath story. These tiny investors trading from their phones got the better of the huge, bad hedge funds and this new technology allowed the common man to stick it to the suits! But, does one win just by making someone else lose?