Investing

When you hear the word RECESSION, what goes through your mind? How does it make you feel? Is it a scary word? Or, is it an opportunity word? With words like RECESSION, we have three factors to consider: The... Continue Reading

Who should do financial planning? What is the point of financial planning, especially if you've already been investing for some time? In this video, I provide a visual aide for how your financial life and your investments work best... Continue Reading

Where is the market headed in 2023? The real question is where is the Fed going in 2023? One year ago, the Fed was suggesting that the inflation we were seeing was transitory. I was suggesting my clients that... Continue Reading

After seeing the market go up 5% earlier this week, only to retrace gains at the tail end of the week, is this market a bottomless pit? I recently wrote about the fallacy of waiting for things to normalize.... Continue Reading

These are the words that keeps crossing my mind. "Will this market ever normalize?" We are now a good 11 months into this market downtrend. Actually, if we're being picky, the tech market peaked in February 2021 and has... Continue Reading

Do you remember 1970? 1970 is a few years (plus a few more) before I was born, so I had to look up some of the events from that year. Of note: The Beatles officially disbanded after less than... Continue Reading

Looks like we're in it... you know, the dreaded "it". Bear market territory The S&P 500 has officially entered bear market territory. Gains in the index going back to the end of January 2021 have been taken off the... Continue Reading

By now you may have heard about Series I Bonds. They've been featured on the news, on social media, and probably in conversation with someone you know. Given the recent popularity, I've had quite a few clients reach out... Continue Reading