Chart of the Month – Mar 2023
Category: Investing
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – Aug 2023
Category: Investing
Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.
Chart of the Month – December 2023
Category: Investing
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
Chart of the Month – Oct 2022
Category: Investing
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
Chart of the Month – Mar 2022
Category: Investing
Are you feeling the pain at the pump? What is driving oil prices higher?
Celebrating Saying Goodbye Day
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
5 Ways to Make Your Investment Portfolio More Tax-Efficient
Category: Investing
Just like you pay taxes on the income you earn at your job; you also must pay taxes on the income or gains earned on your non-retirement investments.
$1 Trillion!
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Spring Clean Your Financial Plan
Category: Investing » Asset Allocation
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Bear Markets and Life Jackets
Category: Investing » Asset Allocation
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Category: Investing
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Chart of the Month – Sept 2023
Category: Investing
The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.
Fitch Downgrade – A Closer Look
Category: Investing
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Chart of the Month – May 2024
Category: Investing
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Chart of the Month – July 2023
Category: Investing
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
Value vs Growth – What does that Mean?
Category: Investing
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
Chart of the Month – April 2024
Category: Investing
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Chart of the Month – March 2024
Category: Investing
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
The Seesaw of Finance
Category: Investing
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Chart of the Month – February 2024
Category: Investing