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
In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for things to get better after experiencing losses like last week isn’t easy. At the same time, the worst thing to do is overreact because stock market history also tells us, what came down, will over time,… Continue reading 3 Things to Consider Doing When the Market Drops
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial planning picture. Many households have no insurance at all, or, if they do, it’s an employer-provided benefit that may not be enough to adequately address their financial objectives God forbid something horrible happens. Our… Continue reading 3 Things to Know During Life Insurance Awareness Month