Mar 15, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Uncategorized, Weekly Financial Thought
Blog Humility Comes with Experience The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what will...
Feb 15, 2024 | Behavioral Finance, Coronavirus, Financial Planning, Investing Goals, Weekly Financial Thought
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 in your mind than what is happening in the...
Jan 18, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “5 Keys to Investing in 2024” I enjoyed reading this recently published piece from American Funds. Yes, there are concerns as we enter into 2024, but is there ever a perfect time to invest?? What a difference a year makes. At the start of 2023,...
Dec 15, 2023 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Retirement, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog Retirement for the Next Generation We have written posts in the past about setting your children up for retirement which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial IRA (sometimes called a minor IRA). I also...
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...
Nov 10, 2023 | Housing, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Housing Market Frustrations” Last week I spoke about the complacency we feel in the US economy despite some attractive economic metrics. Yes, unemployment is historically low, yes GDP grew over 4% in the third quarter of 2023, and yes inflation seems more...
