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
Recession
Recession-Proof Your Retirement – A Video Walkthrough
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your...
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...
4 Ways to Ruin Your Retirement
4 Ways to Ruin Your Retirement
Retirement is an exciting time of life but can also be quite daunting...
How Your Portfolio is Like a House
How Your Portfolio is Like a House
When the stock market drops or crashes, have you ever had this...
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...
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.
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...
Correction, Bear Market, and Recession…What They Mean for You
Correction, Bear Market, and Recession…What They Mean for You
When the market is up, terms like bull market and economic expansion pass by without concern. But when the market turns down, terms like correction, bear market and recession add confusion to uncertainty and increase anxiety. But, what do these terms actually mean?
6 Strategies to Make a Down Market Work for You
6 Strategies to Make a Down Market Work for You
No one enjoys seeing portfolios drop due to a downturn in the stock...
Stock Market Corrections are Buying Opportunities
Stock Market Corrections are Buying Opportunities
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021
The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021
2020 presented many challenges, but also opportunities and lessons learned. As we turn the page and look to 2021, we’ll look at 2020 lessons learned and what to expect in 2021.
Big Giving in Uncertain Times
Big Giving in Uncertain Times
We all fear uncertainty, but in volatile times, many Big Givers are particularly nervous. When primarily using wealth to support causes you care about, it’s natural to wonder “Are we going to be ok?” “What if we need those funds?” “Can we continue with these large gifts?” First, we should first acknowledge that these concerns are normal. Then, we can ask two key questions back.
5 Mistakes People Make in a Recession and How to Avoid Them
5 Mistakes People Make in a Recession and How to Avoid Them
There’s no getting around it – recessions are stressful. The 2020 COVID-19 pandemic is just the most recent reminder. Recessions bring volatility, uncertainty, anxiety and the urge to act – do something, anything, to make sure I’m safe. This is often where people make mistakes. Here are a few common ones we see and how to avoid them so you’re ready the next time around.
Recessions – How Bad Are They & How Long Do They Last?
Recessions – How Bad Are They & How Long Do They Last?
Turn on the TV or scroll through a news feed in uncertain times and you’re sure to see that nasty “R” word - Recession. “How bad will this be?” “How long will this last?” It’s not uncommon to hear, “This one is different!” or “We’ve never seen this problem before!” So, what does history have to tell us about this topic?