Philip Bachman

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January 12, 2017

2016 Stock Market Recap in (Roughly) 500 Words

The 2016 stock market results are in. All the major U.S. stock indices had a great year. The Dow Jones Industrial Average, S&P 500, and NASDAQ […]
November 1, 2016

A Sign to Not Wait

By Philip Bachman Most of us know the common knowledge that the sooner we start saving for retirement, the better off we will be. This wisdom […]
October 24, 2016

Longevity Risk: Health Care Costs

By Philip Bachman Our previous article on longevity risk showed that folks are living longer. It is exciting that many people have more time to do […]
October 17, 2016

Longevity Risk: Statistics about Longer Lives

By Philip Bachman One highly important theme in the financial planning field today is longevity risk. As its name implies, the term means the risk of […]
October 10, 2016

Car Shopping! Part 3

By Philip Bachman We posted articles about car shopping on April 14 and July 20. They discussed some overarching financial considerations about buying a car. Today’s […]
August 25, 2016

The “Cliff’s Notes” about 529 College Savings Plans

By Philip Bachman It’s hard to believe back-to-school season has already happened this summer! With school in session again, now is a thoughtful time to chat […]
July 20, 2016

Car Shopping! Part 2

By Philip Bachman We introduced a blog series about car shopping on April 14. Today’s article will caution against thinking of cars as a financial investment, […]
June 29, 2016

Brexit and Your Portfolio

By Philip Bachman The Dow Jones Industrial Average opened down over 500 points on June 24, 2016 after the results of Brexit – the United Kingdom’s […]
June 14, 2016

Stocks Are Not Heirlooms

By Philip Bachman Myra and I were chatting, and the topic of holding individual stocks for sentimental reasons came up. We have seen many cases where […]
June 1, 2016

Stock Market Update through May

By P.B. Bachman It is hard to believe that May has already come and gone. We are on the verge of summer, and the year is […]