5 Insights for a Challenging Election Season
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
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You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
How Do I Invest in a 529 College Savings Account?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Financial Planning Rules Of Thumb – Part 2
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Should I Sell Stocks?
During the week of June 8th, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it was when it started to fall in February, but it did recover enough...
Recent Market Volatility
This week’s blog article comes to you from the research team at Dimensional Fund Advisors. During this time of uncertainty in the markets (and on the homefront!), we can all stand to be reminded that while the markets can experience extreme one-day gains and...
Is Now A Good Time To Sell Stock?
The year 2019 was a great year for the US and international stock markets. Large-cap US stocks were up more than 30% measured by the S&P 500, small and mid-cap US stocks were up more than 25%, and international developed stocks were up nearly 23%. Meanwhile,...
Is Now A Good Time To Be Invested In Stocks?
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or...
Is The Dow A Good Measure Of My Portfolio’s Return?
When I’m driving home from work each day, I usually listen to the news on the radio. I like the routine. I don’t have a lot of time during the day to be checking the headlines, so hearing a condensed version of the news on my 15-20-minute drive home works well. I...
