Financial Planning
Welcome to 2024 (Part 2)
Welcome to 2024, Part 2. If you haven’t read part 1, start here. This is the second part of a two-part blog, where...
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Three Big Events This Week That Could Shape 2023 Returns
In the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole...
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2023 Market Outlook
“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be...
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8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution
As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take...
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Wild Swings in the Market
I’ve had a few clients ask me about the stock market swings this week. First, we had the 700-point rally in the Dow...
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When Will the Markets Go Back Up?
What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No....
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Investing in Unpredictable Markets
The recent market rally inspired several calls from clients asking whether it is time to invest money again, after a bruising first half...
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Two Sides of the Same Coin: Inflation and Recession
Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and...
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What’s Up With Current Market Volatility?
We are amid one of those nasty pullbacks, and this time there is no place for an investor to hide. April ended with...
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