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...
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...
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...
Sep 8, 2023 | Estate Planning, Financial Planning, Investing, Retirement, Social Security, Uncategorized, Weekly Financial Thought
Blog “Avoiding Common Retirement Pitfalls” There’s no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream. For many folks, their view of what retirement will look like tends to change after the first...
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 11, 2023 | Financial Planning, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “In Good Years the Market Still Goes Down” It’s a simple thought, but I really enjoyed this article from Ben Carlson over at A Wealth of Common Sense. I hope you enjoy it too: The S&P 500 is up just shy of 17% so far in 2023. Maybe these...
