Portfolio Planning

Wondering about Bitcoin?  Consider first if it fits within your investment portfolio.  Carl Richards for the New York Times reminds us that investing is very different than speculating.  Our decisions should be based on the process and not the outcome, which no one can actually predict.  Plan your goals and focus on diversification and then decide if Bitcoin or any other investment opportunity is right for you.

Scratch That, Reverse It!



When I say “Reverse Mortgage” do you envision Fred Thompson talking about how your home has equity that you can use to live on in old age?  In the past, this kind of investment has been viewed as risky at best, but now there may be something to it.  Home equity could be just another part of your portfolio, and an important one at that.

Love Them or Loathe Them, Reverse Mortgages Have a Place