Financial Planning, Market Analysis
“A thing long expected takes the form of the unexpected when at last it comes.” Mark Twain The respite from market volatility enjoyed in July and August was recently interrupted by a 2-week period that saw the S&P 500 drop over 5%. The Federal Reserve...
Financial Planning, Market Analysis
In unfortunate but typical fashion, September was a rotten performance month for the S&P 500 ending the month down over 4.5%. I’m reminded during decreasing account values that many of us fall into the temptation of losing sight of the big picture; specifically,...
Financial Planning, Market Analysis
Where did 2021 go? Much can and has been written about the cultural, political, and social challenges facing our country last year, not least of which is the ongoing global pandemic. Despite these challenges, the global equity soared to an increase of...
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