by Joe Lind | Jan 6, 2025 | Uncategorized
As the cold air bites and snow blankets Cincinnati, it’s natural to start dreaming of summer—the sun, long evenings, and warmth that feels like a world away. But here’s the thing: those sunny days don’t just happen. You need to prepare now, whether it’s booking...
by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
by Joe Lind | Feb 21, 2023 | Investing
Forty five percent of Americans with investable assets between $100,000 and $5,000,000 are Self Directed Investors (aka DIY investors) and their investment decisions are costing them 3-4% annually vs. the market. Since 1994, Dalbar Research has conducted their...