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“In Good Years the Market Still Goes Down”

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...

“Yield Curve Inversion”

Aug 4, 2023 | Financial Planning, Investing, Issues that effect todays Market, Weekly Financial Thought

Blog “Yield Curve Inversion”   If you loan (not gift) someone money for 2 years, you would expect to get your money back plus some level of interest since they held your money for 2 years.  If you decided to loan that same money to someone for 10...

“How Americans Save, Spend and Invest”

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...

Should we be Bullish for the 2nd Half of 2023?

Jun 23, 2023 | Financial Planning, Investing

It’s safe to say that with all the talk of a pending recession coming into 2023, the first half of the year has been more favorable than expected for stockholders.  The S&P 500 is up around 20% from its lows in October 2022.  This has been nice to see but is...

“Is Cash King Yet Again?”

May 5, 2023 | Financial Planning, Investing, Issues that effect todays Market, Weekly Financial Thought

Blog “Is Cash King Yet Again?”   The rapid and parabolic rise of interest rates throughout 2022 and into 2023 has meant that there are finally alternatives to investing only into high growth stocks.  For so much of the bull run in 2020 and 2021, the alternatives...

“Uncertainty is the Only Certainty”

Apr 28, 2023 | Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “Uncertainty is the Only Certainty” If you keep up with the news on a daily basis, it’s hard not to notice the constant fluctuation and turmoil on a geopolitical and financial front.  Whether it is increasing interest rates, persistent inflation, or...
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