Feb 14, 2025 | Behavioral Finance, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Humility Comes with Experience” The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what...
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...
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...
Nov 25, 2022 | Investing, Portfolio Diversification, Weekly Financial Thought
“Despite the choppy market in 2022, what is something you are thankful for in your financial life?”
Sep 30, 2022 | Financial Planning, Health Care, Investing, Medical Expenses, Portfolio Diversification, Weekly Financial Thought
Blog “The Importance of a Health Savings Account” If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and...
