Principled Solutions

Principled Solutions

Sound Advice. Worthy Portfolios.

  • Home
  • Resources

Primary menu

Skip to primary content
Skip to secondary content

Month: February 2017

Rethinking Risk — Common Barometers for Measuring Portfolio Performance

Posted on February 23, 2017 by Rachel Wagner
checklist

If you are researching new investment avenues, chances are “evaluating risk” tops your checklist. Financial experts have developed many methods for measuring risk, but beta and standard deviation are two Continue Reading →

Posted in Investing

Retirement Planning for Dual-Wage Earning Households

Posted on February 16, 2017 by Rachel Wagner
84486387

[row] [column lg=”5″ md=”12″ sm=”12″ xs=”12″ ] [/column] [column lg=”7″ md=”12″ sm=”12″ xs=”12″ ]With job changes so prevalent throughout our society, it is likely that a couple may have multiple Continue Reading →

Posted in Personal Finance, Retirement, Women and Wealth

Doing Your Homework: What You Need to Know About Home Mortgages

Posted on February 9, 2017 by Rachel Wagner
new-home-1530833_1920

[row][column lg=”7″ md=”12″ sm=”12″ xs=”12″ ] [/column] [column lg=”5″ md=”12″ sm=”12″ xs=”12″ ] Buying your first home can be a learning experience, especially when it comes to getting a mortgage. Continue Reading →

Posted in Personal Finance

Who Was The Best President For Stock Returns?

Posted on February 2, 2017 by Rachel Wagner
usa-flag

[row][column lg=”5″ md=”12″ sm=”12″ xs=”12″ ] [/column] [column lg=”7″ md=”12″ sm=”12″ xs=”12″ ] President Trump was inaugurated as the 45th President of the United States on Friday, while President Obama Continue Reading →

Posted in Investing, Market and Economic Commentary

Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

Recent Posts

  • Outlook 2020: Bringing Markets into Focus
  • A Six-Question Money Quiz
  • Market Update: November, 2019
  • Disaster Planning and Your Accounts
  • Time May Change Your View of Wealth

Categories

  • College Planning
  • Estate Planning
  • Evaluating RIsk
  • Impact Investing
  • Insurance
  • Investing
  • Kids and Money
  • Market and Economic Commentary
  • News Email
  • Personal Finance
  • Retirement
  • Sandwich Generation
  • Senior Focused
  • Small Business
  • Tax
  • Uncategorized
  • Videos
  • Women and Wealth

Archives

  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
Copyright © 2019 Principled Solutions All Rights Reserved.
Theme: Catch Evolution by Catch Themes