Jonathan Bird, Author at Farnam Financial

Legislative building passing Secure Act 2.0

Major Changes Brought by the Secure Act 2.0 and How it will Affect You

By Jonathan Bird March 2, 2023Insights, Market Strategy

The SECURE 2.0 Act is here to make a difference in the US retirement system, bringing forth a range of modifications to strengthen the retirement system and enhance financial preparedness…

Man writing thinking about personal injury settlement investing

7 Tips for Investing a Personal Injury Settlement

By Jonathan Bird February 24, 2023Financial Planning

Tips for Investing a Personal Injury Settlement For those who have been in the unfortunate situation of going through a personal injury case, the entire process can be both confusing…

The Income on Demand Strategy in the News

By Jonathan Bird April 27, 2022Insights

Dividend cuts have come from both large and small companies across America. Blue chips like Wells Fargo, Boeing, Ford, and others have reduced their dividends. What are retirement income seekers…

How the Upcoming Arizona Flat Tax May Impact You Financially

By Jonathan Bird April 21, 2022Insights

Proposition 208 and Arizona Income Taxes The hotly debated Proposition 208, which assessed a 3.5% surtax on income over $250,000 was approved in the 2020 state elections. The statute, which…

Four Keys For Peace of Mind – Part 4 of 4

By Jonathan Bird April 20, 2022Financial Planning

When I lay out my case for the sell-from-growth strategy, I’ll sometimes get pushback from my own clients. “Yeah, I hear what you’re saying,” they’ll say, “but this country’s political…

Four Keys For Peace of Mind – Part 3 of 4

By Jonathan Bird April 19, 2022Financial Planning

Key 3: Avoid checking stock prices too often The stock market is a tremendous reinforcement mechanism. Pick any stock you want. If the market continues to elevate the price of…

Four Keys For Peace of Mind – Part 2 of 4

By Jonathan Bird April 18, 2022Financial Planning

Key 2: The Mr. Market Parable In the opening of this chapter, I introduced you to Benjamin Graham and his book, The Intelligent Investor, which was published in 1949. At…

Four Keys For Peace of Mind – Part 1 of 4

By Jonathan Bird April 17, 2022Financial Planning

Key 1: Viewing your Stocks as a Business "Investing is most intelligent when it is most businesslike.” Benjamin Graham I encourage my clients to think of their stock holdings not…

How to Help Get Comfortable with Market Ups and Downs

By Jonathan Bird April 16, 2022Market Strategy

There’s a concept in psychology known as “loss aversion,” and it helps explain why we react emotionally to stock prices. According to the website Decision Lab, this understanding of human…

If You Want to Burn Money Just Try Timing the Market

By Jonathan Bird April 15, 2022Market Strategy

If history shows that downturns come and recoveries follow, you might wonder this: Why not just step out of the ring before the punches start landing? Why not just jump…