Author Archives: Jim Miller

About Jim Miller

Follow me on Twitter: @WFA_Jim

Portfolio Lifeboat Drill

Ahoy there!  Most of us are familiar with a lifeboat or “muster” drill.  It’s an exercise that is conducted by the crew of a ship prior to embarking on a voyage.  The purpose of the drill is to prepare passengers … Continue reading

Posted in Uncategorized

Human Nature: Where Weather Meets Investing

We recently returned from our family spring break trip to Puerto Rico.  It was a wonderful week spent with good friends of ours (two families – ten people – one house!) exploring a part of the world our crew had … Continue reading

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Presidential Election Have You Worried About Your Portfolio?

Aquir / Well, we have some good news: the stock market is nonpartisan!  Based on research done by Vanguard dating all the way back to 1853, market returns have been nearly identical no matter which political party was in … Continue reading

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Daughters Are Better Than Sons? Financially, it seems so.

My wife, Melissa, and I have three children: two daughters and a son.  The girls are the oldest and youngest of our kids with our son in the middle.  When we were pregnant with our first child, I remember being … Continue reading

Posted in Financial Planning, Long-Term Care