20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
We hope you’ve had a great first quarter of 2023! In this quarter's...
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
Markets
Recession-proof Your Retirement in 5 Steps
Recession-proof Your Retirement in 5 Steps
If seeing “recession” in the headlines makes you worry that your...
My Portfolio & the S&P 500
My Portfolio & the S&P 500
How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
Are Inflation & Interest Rates Peaking?
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose...
Is the U.S. Headed for Recession?
Is the U.S. Headed for Recession?
The first two quarters of 2022 marked the worst start for the stock...
How Bad Will the Stock Market Correction Get in 2022?
How Bad Will the Stock Market Correction Get in 2022?
Uncertainty seems to be everywhere with high inflation and interest rates, and the war in Ukraine. So how should we expect these ongoing challenges to affect your investment strategy? Are we heading for recession? And, most importantly, should you make a change?
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
Inflation, Interest Rates, the Ukraine War & Your Portfolio
Inflation, Interest Rates, the Ukraine War & Your Portfolio
How concerned should we be about inflation? Why are interest rates going up? What could the war in Ukraine mean for markets? How does all this affect my portfolio? Read more in this quarter's update.
Market Volatility, Inflation, Rate Hikes & Your Portfolio
Market Volatility, Inflation, Rate Hikes & Your Portfolio
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter's review.
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
12 Lessons Learned from Investing for 50 Years
12 Lessons Learned from Investing for 50 Years
In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!
Tax Reform, Markets & Inflation, Q2 in Review
Tax Reform, Markets & Inflation, Q2 in Review
The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.
Market Values, Inflation, and Q1 in Review
Market Values, Inflation, and Q1 in Review
The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.