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 29, 2023 | Behavioral Finance, Financial Planning, Weekly Financial Thought
Blog “Year-end Tax Planning” As the calendar year winds down, it’s the perfect time to think about your finances and make strategic moves to reduce your tax bill. Here are some straightforward year-end tax planning ideas that many should consider well...
Aug 25, 2023 | Behavioral Finance, Estate Planning, Financial Planning, Retirement, Weekly Financial Thought
Blog “How Much is Enough?” This question is always relative. How we answered this question in our 20’s might be very different to how we answer in our 40’s, 50’s or beyond. Additionally, who we hang around and compare ourselves to (dangerous!) also...
Aug 18, 2023 | Behavioral Finance, Cryptocurrency, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “America’s Problems are Relative” Not many people would argue with you if you said that America is a great place to live but also has many problems. Whether it’s our national debt, inflation, interest rates, or political division, it can be easy to assume that...
Jul 21, 2023 | Behavioral Finance, Financial Planning, Weekly Financial Thought
Blog “Good and Bad News About the Economy” It is hard to decide which voices you listen and ultimately which voices guide your line of thinking and decision making. I thought this recent article from Ben Carlson at a Wealth of Common Sense did a great...
Jun 30, 2023 | Behavioral Finance, Investing, Investing Goals, Retirement, Uncategorized
Blog “How Americans Save, Spend and Invest” Ever since the pandemic hit us in early 2020, something that has been very interesting to watch is how Americans save, spend, and invest their money. While during COVID lockdowns, our spending choices...
