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01-When can I retire? Like any good political/philosophical answer: it depends! The key question is how much is needed to meet you needs and wants in retirement. I’m reminded of a story from a podcast that I recently listened to of a client that was informed of an...
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Times like these conjure up all manner of emotions. We want to take a moment to remind our clients (and ourselves!) of a few long-standing investment and planning axioms: 1. Timing the market is a fool’s errand. It “feels” safe to take risk off the table as...
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A year ago (to the day), I wrote a commentary with the graph from Morningstar below as a central thesis of the commentary: markets are seldomly timed correctly, and the cost of missing the “re-entry” point can be devastating to a portfolio. The recent volatility in...
Retirement Planning
3 “T’s” to Keep in Mind When Planning for Retirement For many of us, retirement planning ranks near cleaning the garage on our list of priorities. We know we should do it, and every time we park the car or open the investment statement, we’re reminded of the need to...
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