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Make the most of your money

Risk and Return

There’s More to Investing Than Risk and Return

Christine Benz, one of the most respected investment commentators in the country, shares “The more I know [about investing], the more I can’t be bothered with the arcane, the volatile, the hard to understand. Instead, I crave simplicity, peace of mind and the ability to be asleep at the switch and know that things are OK.” Mic drop.

Gen X: How to Make Sure Your Future Self Remains Funded

As someone who was in love with Troy Dyer (Ethan Hawke) ??? in Reality Bites and listened to the soundtrack on repeat on my CD player, I am firmly in Generation X. It’s still mind blowing that members of my generation are in their 40’s and 50’s. I still feel 25! Reality (?) is that retirement is closer than ever before. This article provides some tips.

As a side note, I’m also having a hard time with the fact that women’s combat boots are back in. I don’t hate it. It’s just weird that I’m old enough for trends to come back around. Maybe my beloved barn jacket will be next. Do you hear My Sharona in your head now ??… you’re welcome.

There’s Lots of Places Like Home

Are most of your investments based in the U.S.? That’s home bias. Most investors invest the bulk of their money in their home country, home town or company they work for (home job?). Jason Zweig talks about the dangers of this bias for your financial security. He uses powerful examples of how folks who had the majority of their wealth in their company stocks, like Enron and General Electric, paid dearly for it.

Are There Enough Strawberries in Kellogg’s Strawberry Pop-Tarts? A Court Might Decide

On Monday, I was scanning the Wall Street Journal’s front page and knew immediately what I was reading first when I saw this title. I ❤️ frosted Strawberry Pop-Tarts! Someone is suing Kellogg’s for $5 million because there aren’t enough strawberries… For the record, I had no expectation that there were any real strawberries, anything pronounceable, or anything actually grown in nature as an ingredient in a Pop-Tart.

Portillo’s Stock Cookin’ After Chicago Restaurant Chain’s IPO

My favorite hometown eats place is part of the IPO mania this week! Italian beef with sweet peppers. YUM!

If you are curious what I did last week, see picture above… My attempt to show my kids that it is always good to try new things. It’s also my desperate attempt to have my kids enjoy spending time with me. They didn’t like my spa idea.????‍♀️ This mama is one and done with ATV’ing.

Enjoy! Have a great Halloween weekend! ?

Disclosures: BW Financial LLC dba BW Financial Planning is an Investment Adviser registered with the State of Colorado.

All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. This communication is for informational purposes only and should not be construed as legal, accounting and/or tax advice. Should you have any questions and/or issues in these areas, please consult your legal, tax and/or accounting adviser.

Financial Planning, Investing, Personal