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October 2019 Market Commentary
This month started with the S&P 5001 falling off a steep cliff, just over -4% in the first few days of October. It eventually got back to even and finally made new highs on the year (more on that later). But if previous highs this year are any indication, it...
Questions to Ask an Advisor Candidate
There are influential professionals, advisors, and mentors that assist us in many aspects of our lives. I’ve personally found it helpful to find people who have strong values and are committed to helping others. Knowing good questions to ask people you are...
September 2019 Market Commentary
Depending on where the market closes on Monday, the S&P 5001 could end up flat on the month and the quarter. It hasn’t been without its ups and downs, at one point having a peak-to-trough draw-down of a little over 6% in August (FastTrack data). ...
College Funding
For many parents, a college education is an important part of a child's journey into adulthood. Funding this part of the journey often presents a challenge, though – and potentially long-lasting financial consequences to both the parents and the child. As...
August 2019 Market Commentary
And just like that, the environment changed. The Federal Reserve lowered interest rates by 0.25% since our last market commentary. That was a change from their original plan of raising interest rates not once, but twice before year-end 2019. So now...
Setting A Course
In this age of acronyms, one of the best I’ve heard is QTL. Quality Time Left. A friend of mine who was recently celebrating the 29th anniversary of his 31st birthday (my backhanded way of saying he turned 60) introduced me to the concept of QTL. During this summer...
July 2019 Market Commentary
The Federal Reserve has a big announcement to make this week. Will they change course and begin cutting interest rates? By the time our newsletter is released, we’ll know one way or another. While most recent market news has been moderately positive...
Scam Artists
I have seen some really convincing scam emails lately. I mean the type that get me wondering, “should I click on this button?” Don’t I know better? It makes me wonder how many people fall prey to these frauds. CNBC reported earlier this year...
June 2019 Market Commentary
We are now half-way through 2019, and still the S&P 5001 can’t break out of a range that began in late 2017. Yes, we’ve touched new record highs, but they haven’t lasted more than a few days. And while that sounds generally positive, it’s been limited...
Roth IRAs for Kids
As parents, we have a responsibility to teach our children how to save, spend, and invest wisely. Trying to explain these principles, in theory, can be difficult for a parent to communicate as well as for a child to understand. However, a Kid’s Roth IRA...
May 2019 Market Commentary
Just when everything is looking good in the markets and the economy, something has to show up and throw a wrench in the works. When the S&P 5001 hit an all-time high on May 1st, the tweeting began. And just like that, the US is flirting with a trade...
April 2019 Market Commentary
After an impressively and unexpectedly bad Q4 of 2018, the stock market rebound (specifically the S&P 5001) is finally getting close to where it stopped and rolled over in late September. However, not all areas are participating. Small Cap stocks...