I’ll turn 58 in September. December will mark 3 decades for me as a financial advisor. So I’ve seen a few things. I’ve had challenging business and life experiences, as well as having successes that far outweigh the occasional setbacks. And through those experiences, I’ve learned ways you can be …
Most Shadowridge clients already know that they don’t have too much to worry about in this market, because we’ve got you covered in that regard. However, for the many non-clients who get this letter, like a neighbor who said their investments are a “mess” due to the inaction of their …
So you’ve heard you should save for retirement. You agree that’s a good idea. Maybe you even start doing some things… but then get bogged down by the choices and options available out there. It’s kind of overwhelming. How do you decide? There’s a lot riding on this and you …
As we are near the finish of the first half of 2022, most major stock markets have continued the ugliness that began right at the first of the year. As of Wednesday, June 22nd, the year-to-date numbers on the S&P 500 are near -20% and the NASDAQ 100 is down …
After an exceptionally ugly April 2022, with the S&P 500 (SPY) down -8.78% and the Nasdaq (QQQ) down -13.60%, market ugliness continued into May – just not as dramatically. So far in May (through the 25th) the SPY is down -3.55% and QQQ is down -7.02%. I should say it …
Try that line at your family reunion this summer! It’s a great thing that we are paying more attention to our finances, but perhaps we can approach this in a more positive way. While credit scores have been around for decades, there seems to be a lot of confusion about …
Increased reporting on ESG investing has intrigued me since I noticed it a few years back. Articles have appeared with increasing frequency in virtually all industry rags about how “Advisers respond to consumer demand for ESG investments,” or “More investors demand ESG investments,” and lately, “SEC to require ESG rankings …
Do you remember participating in fire drills when you were a child at school? I certainly do. The bell would ring, the teacher would ask everyone to calmly stand up, and everyone would line up at the door. You would walk down the hallway with your class, perhaps grateful for …
In the next few paragraphs, I’m going to give you a peek into the future and let you in on what we see unfolding in the economy and what impact stock market investors may see. What we are seeing is an economic recession on the horizon. There is a very …
Market Volatility continues. While the second half of March started to look like the stock market environment was improving, April came in and immediately changed that back to negative. And for most of the month, the major stock (and surprisingly the bond) markets have really struggled. It has now been …
