Are We Jeopardizing our Retirement Decade by Decade?

By Yann Kostic from the January 2017 Edition Every life stage brings new financial mistakes that could jeopardize retirement. Here’s what to guard against as you move through the decades: Twenties Not investing. Unfortunately, many individuals who are just starting their careers fail to invest or avoid taking considered risks when they’re in a position […]

Continue reading

What should you do with a financial windfall?

By Yann Kostic from the November 2016 Edition When it comes to investing a windfall such as an inheritance or retirement account rollover (IRA, 401K, etc..) you’ll likely find a large number of different options being discussed in the financial media. But which one of these many approaches is best for you? Dollar cost averaging, or […]

Continue reading

Should you invest in stocks in retirement?

By Yann Kostic from the October 2016 Edition Financial advisers often recommend that their clients maintain some of their savings in stocks, even after retirement. But is the risk worth it? Retirees living comfortably on income from Social Security, pensions, and bonds may think it’s crazy to take on the anxiety that comes with fluctuating […]

Continue reading

Are you worried about spending too much in retirement?

By Yann Kostic from the September 2016 Edition Even if you receive a decent pension and/or have adequate savings in retirement accounts, you still may worry that you’re spending too much in retirement. This is as true here in México as it would be back up north. It’s not uncommon for people who transition from […]

Continue reading

Relax and Ride the Wave During This Summer’s Doldrums

By Yann Kostic from the July 2016 Edition Is your portfolio ready for summer? This time of year, most of us are in vacation mode and the same can be said for the people who drive the financial markets. Investment analysts, traders, brokers, and money managers take vacations, too. As a result, the summer season […]

Continue reading