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Yearly Archives: 2022

Three factors that make a difference to our financial success

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All of us dream. Some of our dreams are serious enough to become goals, and like it or not, many dreams are financial....

Year End 2022 Portfolio Review

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This year in the markets wasn't fun.  While I didn't participate in the headline driving speculative manias (growth stocks, SPACs, crypto, etc), I...

My Top 5 Favorite Reads in 2022

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It’s December 29 and I officially finished 49 books in 2022. I’m gunning to finish one more to make in an even 50....

Five reasons accounting firms are struggling — and what to do about it

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Let's start with a broad "state of the profession" as I see it, by first listing the top challenges that are universally impacting...

Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023

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Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage...

Investing: What is the January Effect?

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Reading Time: 5 minsThe ‘January Effect’ suggests share prices typically rise at the beginning of the year. But is there any truth...

California Labor Laws | Minimum Wage, Overtime, & More

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The Department of Labor (DOL) enforces more than 180 federal laws. These laws can vary depending on your business and employees. And, some...

Best YNAB Budgeting Tips – You Need A Budget

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This post about best budgeting tips and habits was created in collaboration with Todoist—a popular digital task manager. Someone on Twitter compared our...

PFS board response to CII expected early in 2023

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The Personal Finance Society board will meet early in the New...

Is Getting a Personal Loan a Good Idea?

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Personal loans are a simple, flexible way to cover major expenses, home improvements, or even weddings. But is getting a personal loan a...
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