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‘Your Goals > Stock Market Movements’

Apr 29, 2022 | Financial Planning, Investing, Investing Goals, Retirement

Blog “Your Goals > Stock Market Movements”   For those who’ve been reading our weekly articles for some time, you might recognize the title.  We have re-visited the idea that your personal goals should hold a greater weight than what is happening...

“Frugality vs. Extravagance”

Apr 15, 2022 | Financial Planning, Investing, Retirement, Uncategorized

“Do you lean more towards frugality or extravagance when it comes to your finances?”

“Does it Matter When Booms and Busts Happen?”

Apr 8, 2022 | Investing, Retirement, Uncategorized, Weekly Financial Thought

Blog “Does it Matter When Booms and Busts Happen?”   For my grandparents it was the Great Depression and then an economic boom from the second World War.  For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble.  For me...

Remember the IRA Contribution Deadline

Mar 25, 2022 | Investing, Retirement, Tax Concepts for Retirement

“Remember that you have until tax time to make IRA contributions for the 2021 tax year! Have you made your contribution yet?”

Don’t Sell Hope Short “

Mar 4, 2022 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

“Markets have been rattled and investors are justifiably concerned about what to do next. This is a great reminder that hope and patience have always rewarded investors in the past and are likely to do so again in the future.”

Diversification Isn’t Always Fun

Feb 18, 2022 | Investing, Portfolio Diversification, Retirement, Uncategorized, Weekly Financial Thought

“Diversification Isn’t always fun but can be so helpful in volatile markets like we’ve been experiencing lately!”

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