Sedona Arizona


Latest "Investing" Articles

Recession and other scary words

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

Spaghetti and Financial Planning

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?

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

Is the market a bottomless pit?

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

Will it ever normalize?

Growth of $1 in the S&P 500 since 1926

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


1970 S&P 500

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

Welp, looks like we're in it...

Annual S&P 500 returns since 1980

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

What about these Series I Bonds?

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

The National Association of Personal Financial Advisors
The Society of Advice

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Policy.