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Financial Tips, Reminders, & Updates for Investors
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November Stock Market Performance
October was a favorable month for stocks and provided some respite for an otherwise very tough environment for both stocks and bonds. The stock market performance in October follows extreme levels of pessimism during September – an important reminder that...
A Different Kind of Bear Market
We put together the following "mental exercise" to shed light on why a bear market triggered by interest rates is different than a bear market caused by a collapse in business profitability, all else being equal. "A dollar today is worth more than a dollar...
Managing Probate When Setting Up Your Estate
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s fees, appraiser’s fees, and...
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That's one step. Did you remarry? There's...
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Latest
November Stock Market Performance
October was a favorable month for stocks and provided some respite for an otherwise very tough environment for both stocks and bonds. The stock market performance in October follows extreme levels of pessimism during September – an important reminder that...
A Different Kind of Bear Market
We put together the following "mental exercise" to shed light on why a bear market triggered by interest rates is different than a bear market caused by a collapse in business profitability, all else being equal. "A dollar today is worth more than a dollar...
Managing Probate When Setting Up Your Estate
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s fees, appraiser’s fees, and...
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That's one step. Did you remarry? There's...
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November Stock Market Performance
A Different Kind of Bear Market
Managing Probate When Setting Up Your Estate
End-of-the-Year Money Moves
Why Don’t We Just Cut Our Losses and Sell?
Benefits of Getting a Second Financial Opinion
The Best and Worst of Times
Is The Worst Behind Us?
National “Make a Will” Month
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