Jan 18, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “5 Keys to Investing in 2024” I enjoyed reading this recently published piece from American Funds. Yes, there are concerns as we enter into 2024, but is there ever a perfect time to invest?? What a difference a year makes. At the start of 2023,...
Jan 4, 2024 | Housing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “2024 Housing Outlook” As we kick off another year, I’m filled with optimism. Not because I think everything will be smooth sailing, but because even if we have a tough year, the economy has proven resilient over the long-term and this will be another...
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...
Sep 15, 2023 | Financial Planning, Housing, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “House Rich but Cash Poor” If you are like many other Americans who have owned a house over the past ten years, you’ve seen very nice appreciation and therefore equity build-up in your home. While this shows up on a Net Worth statement, it oftentimes...
