Between Greed and Fear: A Prudent Financial Path

By Bill Weihman | June 24, 2024

Many of us arrive at adulthood with little to no formal education regarding investment management. How much financial management is taught in school or even college? Yet most of us eventually find ourselves owners of a 401(k) or similar self-directed retirement plan. Where do we start? Parenthetically, that is, in part, where I formed my…

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Simple but not Easy

By Bill Weihman | December 31, 2022

We’re all plenty familiar with the axioms of investing: spend less than you earn; keep investment costs low; create clear, appropriate investment goals; choose an appropriate risk profile and a balanced asset allocation; diversify; rebalance; to name just a few. They’re pretty straightforward – true? – and not so difficult to believe. 2022 has also…

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