Blog

This month's blog post is the transcript from a video we recorded and sent to client's on September 22. You can watch that video by clicking on the link in the post.

Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. However over 10, 15, and 20 year periods it’s insanely consistent. Having said that, the gyrations of the stock market is on a lot of people’s minds and I don’t want to ignore that. So, for this month’s post I want to focus a bit on what the stock and bond markets did in May as well as give an update on how our alternative investment, the income note, has performed so far.

I'm passionate about my profession and I love reading about personal finance for both educational reasons and enjoyment.

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