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The Gap and the Gain Thumbnail

The Gap and the Gain

A group of our advisors recently read The Gap and the Gain, by Dan Sullivan and Dr. Benjamin Hardy. It’s a short book with a simple, powerful message: Instead of focusing on how far away I am from where I want to be (The Gap), I should focus on how far I have come from where I started (The Gain).

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Through Thick and Thin Thumbnail

Through Thick and Thin

There are about 253 stock market trading days per year. Over 20 years, that equates to 5,060 trading days. If you missed the 10 best days out of those 5,060, you only missed 0.2% of all the trading days (one-fifth of one percent), yet your returns would have been reduced by over 50%.

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Being Greedy When Others Are Fearful Thumbnail

Being Greedy When Others Are Fearful

tl;dr version: Americans are very pessimistic right now. This is a contrarian indicator. Stocks have an 84% chance of being higher 12 months from now. It might take some time, but forward-looking return prospects are good when folks are discouraged. The average 12-month forward return in past instances like this is +15%.

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What Happens Following a Stock Market Correction? Thumbnail

What Happens Following a Stock Market Correction?

A stock market correction is defined as a 10% decline in the market. We officially entered a correction earlier this week. We recognize that most of our clients are seasoned, savvy investors that do not hit the panic button after a correction. We are always impressed at how calmly the bulk of our clients handle recessions and even bear markets. That said, it’s still painful for all of us (advisors and clients alike). We know our clients are not immune to being troubled over market downturns – particularly when coupled with troubling geopolitical events.

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Start Them Young Thumbnail

Start Them Young

Everyone knows you should start investing as young as possible. But not many people actually start investing at a young age. So how can we get this message into the minds and hearts of our children and grandchildren? My oldest is just 6, so I'll have to report back to you in about 15 years on whether our family has any success in this arena.

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Do-Nothing Investing Thumbnail

Do-Nothing Investing

Am I concerned about rising inflation, absurdly low interest rates, money-printing on steroids across the developed world, a US political agenda favoring higher tax rates, relatively high stock valuations (compared to the past), and increasing political polarization in the US? Yes, I am concerned about those things. But those things don’t have anything to do with my family’s financial goals, so I won’t adjust my investment portfolio based on those concerns.

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How Should I Prepare for Rising Inflation? Thumbnail

How Should I Prepare for Rising Inflation?

We’re starting to hear the “I-word” mentioned more often as of late. Inflation is on the rise. The Federal government’s money printing machines have been on overdrive, and the US economy has taken note. Prices have begun to tick up across the economy – most notably in residential real estate. The counterpoint (as made by the Fed) is the inflation we are seeing today is merely temporary, a hangover from the COVID shutdowns.

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