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A Mountaintop Experience (with a can of Diet Coke)

Submitted by WWA Planning & Investments on February 3rd, 2021

On a Hawaiian vacation some years ago, Janet and I joined a group that was hiking to a World War II fort on the top of a mountain. Once there, we stopped to rest and enjoy the expansive view of the Pacific. One of our group, significantly younger and fitter than the usual tourist, had worn a large backpack for the whole climb.

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Warren Quoted on WalletHub Site

Submitted by WWA Planning & Investments on January 15th, 2021
Warren gives his advice regarding college students building their credit. 6 Best College Student Credit Cards of October 2020.
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The Terrible, Horrible, No Good, Very Bad Year

Submitted by WWA Planning & Investments on December 30th, 2020

With apologies to author Judith Viorst, the title of her ‘Alexander’ book from 1972 seemed perfect for my 2020 year-end article.

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Too Much Of A Good Thing?

Submitted by WWA Planning & Investments on December 16th, 2020

Growing up, we had family friends who owned a candy company. As a child, it seemed like working there would be a dream job – surrounded by candy. Better yet, the company policy allowed employees to eat all the candy they wanted. You see the trap, right?

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A Reader Poll

Submitted by WWA Planning & Investments on October 28th, 2020

I’d like to begin with a show of hands: all those who enjoy reading their insurance policies, please raise your hands now. Hmmm, I don’t see very many and I must admit that if this was a Zoom call, you wouldn’t see mine either. However, insurance is part of our lives so it’s important that those who buy it either understand it or have trusted advice at hand.

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  • Medicare - Social Security
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Frank Sinatra, Financial Planner

Submitted by WWA Planning & Investments on October 8th, 2020

Today, Frank Sinatra joins the illustrious group of people who I think might have something to offer the world as a financial planner in addition to his other talents.

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Happy Birthday, Warren

Submitted by WWA Planning & Investments on September 10th, 2020

If we see each other in late December, you might want to wish me a happy birthday but today’s message is meant for ‘the other Warren’ in the investment world, Warren Buffett. He turned 90 a couple of weeks ago.

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Watch Out For The FAANGs

Submitted by WWA Planning & Investments on August 19th, 2020

Last week I wrote about the idea that a bubble might be forming in the stock market. This week I’d like to delve into some of the reasons I’m concerned.

 

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Symbolism

Submitted by WWA Planning & Investments on August 12th, 2020

Flags, affinity license plates, garments with team logos. There are lots of ways to use a symbol as an abbreviation for a full name. Investors use what are known as ticker symbols when buying and selling stocks. These date back to the ticker tape machine, an improvement on the telegraph.

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Warren Quoted In Bankrate Article

Submitted by WWA Planning & Investments on July 23rd, 2020
Warren was quoted in a Bankrate article regarding Social Security spousal benefits. Follow this link to read the article: Social Security Spousal Benefits: Here's What Spouses Can Get
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