“So far, so good” is surprisingly how we are faring in the 3rd quarter of this year. We continue to remain in a seasonally questionable time, but overall the S&P 5001 is still holding above its long-term moving averages (see chart below). And while we’ve seen a slight rotation from …
Ever wish you had a friend who had successfully retired and could tell you what you need to do?You’re not alone. After helping clients to retire successfully over the years, I’ve observed there are some common, practical steps that help lead to a smooth transition. Whatever retirement may look like …
We’ve been hard at work this summer. Usually, summers are quiet for us, but this year has been an exception! In the past few months, Laura has attended the FPA Invest in Women Conference in Dallas where she connected with and learned from fellow women in the industry including Sallie …
Normally, we find that this time of year can be a bit dodgy in the stock market, but so far the 3rd quarter has been relatively quiet and calm. However, we still have to get through September. According to the Stock Trader’s Almanac, the S&P 500 ends the month of …
Last month, we talked about WHY you may want to consider carrying life insurance coverage. We used the acronym LIFE to clarify four different purposes that life insurance can potentially serve. Using those four reasons, we then discussed the amount of life insurance that may be aligned with your purpose. …
Usually, for us, July is the quietest time of the year. But not this year. We’ve been kept surprisingly busy with a lot of client referral – we can’t thank you enough! Historically, the performance of the stock market in July is usually the bright spot of the summer …
I’m often asked about life insurance. Should I have life insurance? If so, how much? What kind is best? These are all great questions. As a financial planner, I’ve seen life insurance make or break a family in transition after a loss. It is not a fun thing to think …
Ah, jigsaw puzzles. I had a love-hate relationship with them as a kid…I just loved being done, but I hated getting stuck and frustrated while working through the puzzle itself – sound familiar? Financial planning can be a lot like working on a jigsaw puzzle. We love to be done, …
So far, June has been more positive than we had expected. Even with the increased volatility earlier this week, the S&P 5001 is still generally positive, and by our measure, still trending upwards (FastTrack data). While news headlines have been pointing towards “trade wars” between the US and many other …
We truly appreciate your business and friendship. As summer begins, we’d like to return the favor by sharing our top picks to help jump start your summer reading. Who knows? You may learn something AND have fun! Laura’s Pick for 2018 The Art of Money by Bari Tessler Bari Tessler …
