Are you dreading the financial impact of the most wonderful time of the year? With careful and creative planning you can give from the heart while sticking to your budget.
Back to the Investment Basics | Part 3: Our Marvelous Markets
Back to the Investment Basics | Part 2: First Save, Then Invest
Back to the Investment Basics | Part 1: Remembering Summers Past
9 Steps to Regaining Confidence in Your Financial Future, Both During and After Divorce.
Q2 2022 — Market Update
The past two quarters have demonstrated how familiar shores can shape-shift with each rolling of the tides. Following are a few ways in which the financial landscape has been shifting. These changes offer a reason to keep your investments immersed in the market’s proverbial ocean, instead of trying to chase its restless waves.
Six Ways a Recession Resembles a Bad Mood
Our Take on Direct Indexing
How Do We Choose the Investment Strategies We Use? (Part 1 of 2 )
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.
Investing in I Bonds: Making Lemonade Out of Inflationary Lemons
Is rising inflation souring your financial plans? Outside of your core portfolio, there is a potentially sweet deal for turning some of inflation’s lemons into lemonade. We’re talking about U.S. Series I Saving Bonds (“I Bonds”).
A Case for Reverse Mortgages (Even When One is Not Needed)
3-Part Series: Interest Rates, Inflation, and Investment Strategy
After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?
Part 2 in a 3-Part Series: Interest Rates, Inflation, and Investment Strategy
Part 1 in a 3-Part Series: Interest Rates, Inflation, and Investment Strategy
Update to Ukraine, Remaining in the Market and Diversification
An update regarding Ukraine
Healing What Hurts: The Essential Role of a Financial Therapist
Fighter Planes and Market Turmoil
When To Invest Versus When To Hold Back
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.
