Author Archives: Joseph Marques

About Joseph Marques

Follow me on Twitter: @WFA_Joe

Investment Lessons from the University of Maryland Baltimore County “Retrievers”

The most dramatic game of the 2018 NCAA Men’s Basketball tournament thus far was the victory of 16th seeded University of Maryland Baltimore County (UMBC) over the (overall) number one seeded University of Virginia (UVA).  For those not familiar, the NCAA … Continue reading

Posted in Uncategorized

Paving the Way

During a recent snowstorm here in Chapel Hill, I was obliged to commute to work the old-fashioned way – by walking.  It was one of those storms where the roads weren’t an option due to snow and ice, and one … Continue reading

Posted in Financial Planning, Investing, Retirement Planning

Who Knew…

It’s that time of the year when the investment media trots out its predictions for 2018, seemingly coming to our aid with headlines of “What you need to know in 2018” and “Invest in ____ if you want to be … Continue reading

Posted in Uncategorized

Buyer’s Remorse – Financial Products Edition

We’ve all had that feeling after a relatively large purchase decision that maybe we should never have bought the product in the first place, right? Maybe we feel that it was pushed upon us, or that it’s overly complicated, or … Continue reading

Posted in Financial Planning, Investing, Retirement Planning, Taxes