Dec 1, 2023 | Financial Planning, Investing, Portfolio Diversification, Uncategorized
Blog “The realities of Diversification” 2023 has been an interesting year in the stock market. As we outlined a couple of weeks ago, the rally in the S&P 500 has really been driven by a handful of companies. When this happens, diversification can...
Nov 17, 2023 | Behavioral Finance, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Stocks have a Case of Bad Breadth” ‘Market-breadth’ refers to the number of companies responsible for driving the returns of the overall market. If a small number of companies account for the vast majority of the market’s (or an index’s) return over...
Nov 10, 2023 | Housing, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Housing Market Frustrations” Last week I spoke about the complacency we feel in the US economy despite some attractive economic metrics. Yes, unemployment is historically low, yes GDP grew over 4% in the third quarter of 2023, and yes inflation seems more...
Nov 2, 2023 | Issues that effect todays Market, Weekly Financial Thought
Blog “Complacency in the US Economy” How bad or good is the US economy right now? Why is it that good news seems to create negative reactions in the stock market? Are we spoiled from the recent low interest rate...
Oct 20, 2023 | Health Care, Retirement, Uncategorized, Weekly Financial Thought
Blog “Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
