Writings WhitepaperThe TrendWise Portfolio: Guiding PrinciplesArticlesMarch Madness Colleges Cost $200K May 2018What Happens to Your Digital Stuff When You Die? April 20183 Mistakes to Avoid with Inherited IRAs March 201810-Question Quiz on the New Tax Law February 201882 = The Answer January 2018Income vs Yield December 2017Helpful Financial Websites November 2017How Much Stock Should Be In Your Portfolio? October 2017Are You Trend Wise? September 2017Duration--Measuring How Interest Rates Affect Your Bond Values August 2017Can You Digit? July 2017That Settles It June 2017Heir Conditioning May 2017What's Your Strategy for the Next Downturn in the Market? April 2017What's Your Financial IQ? March 2017What's Your Financial IQ? March 2017 -- AnswersBorrow from 401K? February 2017Social Security Income Crossover July 2016Do You Still Need An “A-B” Trust? June 2016It Was the Best of Times, It Was the Worst of Times May 2016Turn Your Kid Into A Roth Child April 2016How to Measure Stock Market Pain: Introducing 'Drawdown' March 2016A Simple Quiz to Understand The Arithmetic of Losing February 2016Why Do Most Bonds Lose Value As Interest Rates Rise? What's The Alternative? January 2016Could Your Ex Get Your IRA or Your Life Insurance When You Die? December 2015Not All Yields Are Created Equal September 2015Would You Pay $17 A Year to Avoid Airport Security Lines? August 2015Can I Name A Beneficiary for My Investment Account? July 2015Checklist: Helping Aging Parents with Their Finances June 2015Dealing with Stock Market Risk May 2015 How Long Will It Take for Your Money to Double? Use The 'Rule of 72' April 2015Inflation: What Does It Mean for You? February 2015 Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!