Is Now a Good Time to Get into the Stock Market?

That is a question we often hear from prospective clients. The answer is, yes — and no. There is always uncertainty, and the markets could plummet tomorrow. Even though we follow markets closely and read endlessly, we can’t predict the future. So, let’s look at the market right now. There are lots of reasons we […]

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GameStop Lessons

The GameStop story dominated the financial news cycles last month, and with good reason: it is a gripping narrative illustrating the drama of the stock market (and perhaps will have repercussions that could change fundamental aspects of investing). This story has passion, energy, and of course, winners and losers. How very fitting that one of […]

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Improve Your Financial Health

Blood bath. Frenzy. Sell off. Spooked investors. Wild session. Stocks plunge. Crazy market swings. These are just a few of the sensational phrases the financial media use to describe stock market activity. These phrases are designed to evoke emotions like excitement, anxiety, and even downright panic, and the intention in using phrases like this is to compel the audience to take an action. Whatever action you are urged to take […]

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2021 Financial To-Do List

Happy New Year! Now that 2020 is a wrap, let’s capitalize on the New Year momentum and build a plan for tackling those financial to-dos that keep getting put off. Taking on an entire year at once can seem daunting, so I like to focus on the first half of the year, January through June. […]

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Market Commentary: Winter 2021 – The Year of the Unexpected

2020: The Year of the Unexpected At the beginning of 2020, the outlook for the economy and the stock markets seemed promising. The US stock market was amid its longest bull run ever (almost 11 years), the economy was growing, and unemployment was low. Interest rates were on the rise – the benchmark 10-year US […]

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10 Financial Resolutions for 2021

January is always a month filled with hopeful new beginnings, and following the challenges of 2020, so many of us are searching for ways to start fresh this New Year. When it comes to your financial health, one of the best resolutions you can make is this: don’t make the same mistakes twice. Despite this age-old maxim, Wealth Advisors see many of the […]

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Market Commentary: Summer 2020 – Volatile Stocks

VOLATILE STOCKS AND THEIR RECOVERY The past two quarters have been among the most volatile on record for stocks. The benchmark S&P 500 declined by 19.6% in the first quarter, and then, in a surprising turnaround, went up by 20.5% in the second quarter. We often suggest to clients that during times of market stress […]

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Market Commentary: Fall 2019 – A Tale of Two Decades

A Tale of Two Decades: Lessons for Long Term Investors The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: returns can vary sharply from one period to another; holding a broadly diversified portfolio can help smooth out the swings; and, […]

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Market Commentary: Spring 2018 – Volatility Happens

RECENT MARKET VOLATILITY After a period of relative calm in the markets, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. The US stock market fell more than 7% on two occasions (top-to-bottom) during this first quarter, resulting in many investors wondering what the future holds and if […]

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