What Falling Oil Prices and a Rising Dollar Mean for You

What Falling Oil Prices and a Rising Dollar Mean for You

Two of the most notable economic developments of recent months are the dramatic decline in oil prices and the resurgence in the value of the U.S. dollar against other currencies. Both have an economic impact, which could translate to an investment impact as well. Let’s consider how these two trends might affect the investment markets. Cheaper oil – the pluses and minuses The price for a barrel … [Read more...]

4 Signs of Financial Maturity

4 Signs of Financial Maturity

Financial maturity is not directly related to wealth, at least not wealth using the most common definition - having a lot of money. Financial maturity is more closely associated with stability and self awareness. Here are a few ways we identify financial maturity in an individual. You don't avoid money talk A financially mature person doesn't cringe when someone brings up retirement, insurance … [Read more...]

Financial Checklist for Your Thirties and Forties

Financial Checklist for Your Thirties and Forties

Your 30s and 40s can usher in a period in which your financial situation becomes increasing complex due to varied and sometimes conflicting priorities and expenses. You may find yourself contributing financially to support aging relatives at the same time you’re providing for your children – and trying to save for long-term financial goals of your own. An unexpected event – whether good or bad – … [Read more...]

The Bad Weather Budget

The Bad Weather Budget

All week I've seen two Facebook post trends, both of them involving weather. Back home in the Northwest friends and family are posting about the incredible sunny skies and warm temperatures uncommon in mid February. Over on this side, I see posts about record snow fall, hazardous driving conditions and -30 wind chill.I often lament about these differences to Jon, as a person who generally … [Read more...]