When changes happen in markets, you must adapt. Here are the changes we have made in client portfolio so far this year.
This may be the most important few weeks since the 2008 financial crisis. We review the sanctions against Russia, look at the S&P 500, and discuss the Fed’s likely path forward.
During times of uncertainty, information is critical. We have been tracking multiple resources to follow developments in Ukraine, and wanted to share these with you. Unfortunately, the major US News outlets are filled with partisan slant. It is distracting, and more resembles propaganda most likely found within Russia than what should be presented by an […]
Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.
Tensions around a possible Russian invasion of Ukraine have dramatically increased in the past week. What impacts might it have on the markets?
Incorporating a large lump sum of money into a financial plan requires thinking through a series of impacts that happen over time.
So much for the New Year’s wish of putting 2020 and 2021 behind us and getting back to normal. Or are we? The markets had one of the calmest years in history last year, mainly on the back of the mega-cap tech firms. But that calm was shattered as the market fell over 12% in […]
We hate year-end predictions. Maybe “hate” is the wrong word…it is far to kind. We absolutely despise the cringeworthy year-end predictions that accompany this time of year. (Feel free to imagine other colorful adjectives we may use to describe them.) Why? Because they are worthless. There is no accountability whatsoever for those who make them. […]