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 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...
Sep 8, 2023 | Estate Planning, Financial Planning, Investing, Retirement, Social Security, Uncategorized, Weekly Financial Thought
Blog “Avoiding Common Retirement Pitfalls” There’s no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream. For many folks, their view of what retirement will look like tends to change after the first...
Aug 18, 2023 | Behavioral Finance, Cryptocurrency, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “America’s Problems are Relative” Not many people would argue with you if you said that America is a great place to live but also has many problems. Whether it’s our national debt, inflation, interest rates, or political division, it can be easy to assume that...
Aug 11, 2023 | Financial Planning, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “In Good Years the Market Still Goes Down” It’s a simple thought, but I really enjoyed this article from Ben Carlson over at A Wealth of Common Sense. I hope you enjoy it too: The S&P 500 is up just shy of 17% so far in 2023. Maybe these...
Aug 4, 2023 | Financial Planning, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Yield Curve Inversion” If you loan (not gift) someone money for 2 years, you would expect to get your money back plus some level of interest since they held your money for 2 years. If you decided to loan that same money to someone for 10...
