Blog
Coronavirus and Volatility Rollercoaster
Suffice to say, these are unprecedented times with respect to the global pandemic. As difficult as it has been to digest, the market’s response is not without precedent. Markets have been digesting the dynamic plethora of information available and responding...
This Too Shall Pass
As you contemplate your next move, it’s important to keep the following in mind: Stocks have weathered wars, natural disasters, terrorist attacks financial crises, and many other economic and geopolitical shocks. Through it all, stocks have produces a 9% annualized return since 1929, as measured by the S&P 500 Index.
3 Things You Can Do Right Now to Better Prepare for Retirement
Life is about decisions, and frequently those who delay gratification in the form of saving for retirement in lieu of spending on current “wants” find themselves financially secure as they near retirement age.
Financial Planning 101
As you contemplate your next move, it’s important to keep the following in mind: Stocks have weathered wars, natural disasters, terrorist attacks financial crises, and many other economic and geopolitical shocks. Through it all, stocks have produces a 9% annualized return since 1929, as measured by the S&P 500 Index.
How Long Will This Bull Market Last?
Are we finally knocking on the door of a recession/correction?
Before the 4th of July holiday, all three major U.S. stock market indices closed at record highs, despite a slate of recent indicators that would suggest that the economy may be cooling down. As the present bear market has now officially been coronated as the longest in history, recent activity begs the question of “why such exuberance if the outlook is turning negative?” There are a few schools of thought to help offer an explanation:
Spring Clean Your Finances; 3 Things to Consider Now
You can find guides and advice on how to “Spring Clean” your house, but do you take the time to “Spring Clean” your finances? Here are 3 things to consider when looing over your finances:
Long Term Wealth & Avoiding Emotional Investment Decisions
“what you actually do as opposed what you say is the best representation of true convictions and preferences.” This is where the rubber meets the road for investors when times get tough, or we assume that tough times are ahead.
3 things I would tell my 25 year old self
We need clothes and cars and homes to survive, but by convincing ourselves that “wants” are “needs” we overextend ourselves what truly necessary, stagnating our progress towards long-term financial goals.
Top 10 Questions I Receive as a Financial Advisor
When asked by the client how much the pension would be, the advisor responded: “about $540/month” thinking that the client would be disappointed with the answer. The response was the exact opposite – the client was elated because $540 was enough to live in their manufactured home on a piece of leased property deep in the woods and away from the hustle and bustle of life – the moral of the story: your goals in retirement inform what you need to save and how to be invested.
Market Selloff & Rebound
Having a financial plan that calculates the impact of market movements through a range of portfolio performance helps to provide a sense of commitment to your established, long-term goals.