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Be One's Own CFO for Personal Finances

Here's a simple strategy of managing personal finances:  50/30/20 rule.   50% for necessities such as housing, utilities, groceries.   3...

Monday, June 22, 2020

Waiting for More Certainty

There are too many canaries in the coal mine for me to have conviction in the market direction and confidence in our investments.  Higher unemployment, corporate earnings decline, small business failing, COVID-19 resurgence, and election results are among some of the lurking canaries/issues.

For now, I continue to be biased towards selling, to reduce equity exposure and mitigate volatility in our retirement investments/savings.

For more on Strategies and Plans, check back Mondays  for a new segment.

This is not financial, investment, nor retirement advice. Please consult a professional advisor.

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