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Tuesday, November 13, 2018

Perspective If you had gone into hibernation or stasis on January 1 and just woke up, you might think that the market didn’t do a thing all year! What? Yes, the S&P 500 was 2743.15 on January 1 and closed at 2726.22 yesterday...

 

Tuesday, October 30, 2018

This is the time of year that the media ramps up election coverage and reminds us how “important” the results will be for us. When it comes to investing, is that really the case? Fact: the party of the sitting president...

 

Friday, October 26, 2018

Have you been watching CNN …Yahoo Finance… Bloomberg? If so, let’s take a step back and get a little perspective. Here are 6 things I want you to think about. Markets are volatile by nature. We will have losses...

 

Monday, October 1, 2018

A large function of my role is to ensure that financial decisions are made thoughtfully and deliberately. This has been a lot easier over the last few years due to abnormally low market volatility. While no one knows exactly when, the...

 

Monday, September 10, 2018

For years now I’ve sent the Monthly Market Insights email. It’s the one email most of you open. While I think markets are kind of cool (yes, that makes me a nerd), and I like to help you understand what’s going on in...

 

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Tuesday, August 7, 2018

Financial planning, wealth management, investment management (whatever you want to call it), is a male dominated industry. I should know – I’m on the inside. The industry doesn’t always talk to women the way women...

 

Monday, June 4, 2018

Warren Buffett said, “Investing is simple, but not easy.” But in real life simplicity has little to do with ease. Take losing weight. Very simple. Burn more calories than you take in. Easy, right? NOT!!! Why is it not easy:...

 

Friday, May 4, 2018

I’m not a CPA (and I don’t even want to play one on TV), but we all know that there was a new tax law and it impacts everyone. These are significant changes which means that both individuals and small business owners may...

 

Monday, April 23, 2018

We like to think we are independent thinkers, but the truth is our thoughts, attention and energy are heavily influenced by what we read in the headlines. • “Almost 40% of the market value created during the Trump rally is...

 

Friday, January 12, 2018

I am quite confident in my forecast for 2018. To be fair, it was the same forecast I had in prior years and will likely be the same forecast in future years. Why wouldn’t I keep it the same…it has an overall accuracy very...

 

Thursday, October 26, 2017

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...