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 …
After a volatile, yet slow, start to 2018, we’re now heading into the part of the year that historically brings more choppiness. According to the Stock Trader’s Almanac, the period between the end of May and Halloween is historically the lowest performing of the year. This is what prompts the …
Even the winners seem to be getting tired now, or so it appears. After a strong, and what may be potentially a final, run-up in the market, we’re now trading in a very choppy, sideways direction. We had hoped for a stronger bounce off of the lows the markets hit …
Like an adolescent, we are back to that awkward, in-between phase. The strong upward trend of the stock market that persisted consistently throughout 2017 and January 2018 seems to have stalled out. That’s a fairly long time for a consistent, upward trend. And while we’ve been enjoying the ride, we …
It would seem that 2018 is off to an interesting start. After a very positive and strong January for the S&P 5001, February came and gave much (but not all) of it back. As of 2/22/2018, the index is still up Year To Date by approx 1.3% (FastTrack Data). Our …
Well, the market got interesting rather quickly. With the S&P 5001 and other US stock market segments selling off at a rapid pace, we’ve found ourselves getting defensive to help protect our investors. Here are some of the highlights of action that we’ve taken recently: Our Enhanced Index Model went …
Happy New Year! And what a year it’s been so far! Coming off of 2017 where the S&P 500 1 was up just over 20%, and Large Cap Growth was even better, we’re off to a positive start of 2018. The most prominent question we are getting right now is …
We found 2017 to be a surprisingly positive year overall for many stock markets, both here in the US and around the world. And this, in spite of an impressive amount of doubt stemming from the US elections last November. What we suggested in our November 2016 newsletter remains true: …
