Near the end of 2021 when inflation was rising fast, I made the recommendation to use extra cash to buy Series I bonds. For a few years this was a safe and high-yielding investment. At…
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Why Did the Stock Market Take a 3-Day Dive?
The beginning of August was one of the worst three day stretches for the stock market in recent history: Thursday, August 1: Market down -1.37% Friday, August 2: Market down -1.84% Monday, August 5: Market…
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Is the Stock Market Rising Too Fast?
The stock market has been on fire over the past 21 months. Since October 10, 2022, the market has risen 58% (as measured by the S&P 500 and including dividends). 58% is a huge increase!…
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Things That Matter & Things You Can Control
I have a framed picture in my office of a simple Venn diagram. The circle on the left is titled “Things That Matter” and the circle on the right is titled “Things You Can Control”….
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Hindsight: What Has Been the Best Asset Class to Invest In Since the Year 2000
Over the last 25 years, we’ve seen a lot of different regimes in the stock market. We had the tech bubble bursting in the early 2000s, the long recovery through 2007, the great financial crisis…
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What Does a Budget Look Like For a Family Earning $264,000 Annually?
Over the past two years as I’ve engaged with clients, I’ve discerned two prevailing trends. Firstly, the majority have experienced a significant increase in income. Secondly, this uptick in earnings has been paralleled by a…
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Is the Stock Market More Volatile in Election Years?
In the intricate dance between politics and finance, one persistent notion has taken center stage – the belief that presidential election years bring about heightened volatility in the stock market. While it’s true that elections…
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Tax Survey, Contribution Limits for 2023, Market Update, and Fun Retirement News
This post is a transcription from a video I recorded. You can watch the video by clicking here. We just finished our fall reviews and had a great time catching up with everybody, hearing about your…
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What’s Your Next Phase of Life?
Money is an intimate subject and one of the most beautiful aspects of my job is being able to interact with people on an intimate level. These relationships and conversations are typically taken to the…
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What Does Higher Interest Rates Mean For My Portfolio
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 here. The federal reserve raised interest rates again this month…
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