“Coming to you from my home, just as Devon and Adam are as well. We are social distancing but in full operation. Wanted to send our best wishes to you all. Sincerely hoping everyone is staying safe and sane during these difficult times. We’re here for you to make sure you’re caring for your financial… Continue reading Coming To You From My Home During COVID-19 Quarantine
Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial planning opportunities a bear market and the CARES Act present. There’s so much to talk about starting with focusing on the things we CAN control and that directly impact the path you are taking in pursuit of your financial… Continue reading Let’s Get Back To Financial Planning: CARES Act Highlights
This is a very difficult time. When it comes to your savings and investments, I ask you to join me in the following: Trust your plan and stick to having money in each of your three buckets; cash, bonds, stocks based on your personalized financial plan [Review concept here] Try to remember, that as uncomfortable… Continue reading Rebalance Education
I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment commentary and asset allocation advice more in the past three weeks than I have in the prior 14 years combined. As a financial planner, we are very disciplined in how we treat the markets, but fear… Continue reading Fear Abounds – So Now What?
No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. We are seeing it on financial statements already, reading scary headlines, and feeling the anxiety and stress of the unknown. But while markets are facing… Continue reading The Markets Aren’t Confident, But We Are