Can you recall a time when you felt really “in the zone”? Whatever you were doing, it felt like you were laser-focused, in the flow, making all the right moves, and knew exactly what to do and when. These “flow” moments don’t always last long, but when they are here, …
August was a surprisingly good month for the S&P5001. Our expectations were just hoping to remain positive, but the index is now positive slightly more than 10% so far in 2020. Certainly not wAugust was a surprisingly good month for the S&P5001. Our expectations were just hoping to remain positive, …
In the August 29th edition of the Wall Street Journal, Jason Zweig wrote an article entitled, “Warren Buffet and the $300,000 Haircut.” The discipline and mindset of Mr. Buffet is a positive In the August 29th edition of the Wall Street Journal, Jason Zweig wrote an article entitled, “Warren Buffet …
I recently read a survey about investor satisfaction levels with their financial advisors. The interesting twist was how sentiment has changed, pre- and post- (well, current, anyway) the COVID pandemic. The article’s slant was that investors are less satisfied with their advisors now (“post” pandemic) than they were in January, even …
Last month we suggested the market rebound off the March lows was starting to run out of steam. That does indeed still appear to be the case. Even though July was an “up” month for the index, year-to-date, the S&P 5001 is still just barely above break-even at +1.72% as …
List your five most important core values. Some examples of core values are: family, faith, meaningful work, philanthropy, ethics, etc. These values are the foundation upon which we build our lives. The more deeply you understand your core values, the better you will be able to determine the goals and …
It feels like this recent rally, rebound, bounce (whatever you want to call it) is running out of steam. One of the most common indexes that reference the performance and health of the overall stock market, the S&P 5001, still can’t seem to go positive this year. As of Thursday, …
You’ve planned carefully, crossed your T’s and dotted your I’s, completed the last of your tasks/duties, said farewell to your coworkers, and cut the cake. Congratulations, you’re retired! Now what?? Retirement is one of life’s significant transitions. As such, it is not a “one and done” event, despite what you …
Does anyone recall the inverted yield curve of mid-last year and its projection that we’d enter recession sometime in mid-2020? While we would never have expected the Coronavirus to be the trigger, it looks like we could be getting a recession right on time. While the U.S. stock markets have …
According to a recent study by the Federal Reserve, approximately 40% of Americans do not have $400 set aside for a financial emergency. This is one reason why so many people are facing significant financial peril from the recent lockdown. One of the cornerstones of being financially stable is having …
