Wealth Management + Financial Planning

  • Back to the Investment Basics Part 1: Yesterday’s News

    There have been so many big events competing for our attention…Inflation is real, and needs to be managed. Heightened levels of market volatility across stock and bond markets alike may have left you once again wondering whether this time is different.

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  • A Timely Reminder on the Perils of Market Timing

    Over the years, during times of market turbulence, you have heard us say “stay the course” or “don’t make short-term trades with long-term money”. Following a disappointing first half of the year and a particularly brutal June, markets sharply reversed course in July. Proving yet again that timing the market is nearly impossible.

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  • Six Ways a Recession Resembles a Bad Mood

    There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil.

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  • 9 Things to Think About During a Volatile Market

    For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Even if you are an experienced investor, you can hardly be blamed for feeling fear, when you are hearing the constant drumbeat of data and headlines that are designed to evoke an emotional response in you.

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  • Smart Investing: Be Wary of Forecasts

    Forecasts are everywhere, all of the time. The problem with forecasts, as you know, is that they are almost always wrong. While forecasting is used in many different areas of life, including politics and sports, the two most common areas you’ll hear about forecasting are weather and financial markets. Meteorologists, something I actually wanted to…

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  • Beyond Shrink It and Pink It: The Unique Needs of Women in Financial
    Planning

    Marketing execs have often tried to slant products toward women using an outdated strategy known as “Shrink It and Pink It”. This strategy involves taking a known product and making it smaller and coating it in pink or other pastel colors believed to be more appealing to a female market.

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  • I Bonds – A high return and safe investment hiding in plain sight

    Looking for an investment that aims to keep pace with inflation? I bonds might be for you. They are sold exclusively by the U.S. government through the www.TreasuryDirect.gov website.

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  • What happens if you encounter negative investment returns early in retirement?

    Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence of return risk.

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  • Don’t Fall for These Retirement Planning Myths

    When it comes to saving, the most important thing you can do is to START. Saving for retirement early gives you the power of compounding allowing your savings to grow longer. And once you start saving, don’t stop!

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