Blog
What’s on our mind? You can read about it in our blog, We Take it Personal. Whether it’s ideas from the industry, market updates or emerging trends in personal finance, you can read about it here. We also post our answers to some questions we receive from clients and followers. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along!
No Pain, No Gain
I grew up playing sports….Basketball, baseball, football, tennis….You name it, I played it. And as anyone who has played sports or has had kids who played sports or participated in cheer or ballet or dance...
Read More3 Charts that Shape my Investment Philosophy
My philosophy as a financial advisor is rooted in 3 core principles. In this blog, I share those principles and provide visualizations to support them.
Read MoreInflation! What should we do?
INFLATION!....The buzzword for 2021 financial news, or as I like to call it, the crisis du jour.....Inflation is more often than not being presented by the media to investors as a big risk to their portfolios. But is it really? I've...
Read MoreAfter a 70% Run, What's Next for the Market?
So we've seen this new bull market rally by more than 70% from the bottom of the COVID Crash last March, which has been great! But it begs the question, what might be next? Obviously I don't have a crystal ball but I do have some...
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What a Democrat Sweep Means for Markets
It's looking like democrats are on their way to holding a small majority in both houses of congress as well as the White House. I've received a lot of questions about what this means for markets because their has been a lot of noise...
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Do Elections Matter to Markets?
We've started to field some questions from clients who are concerned about the potential impact of the upcoming Presidential election on their portfolios. I assume this is a pretty common concern so thought it would be helpful to go...
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Don't Date your Investments. Marry them.
As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...
Read MoreA Look at Market Recoveries
Was it just me or did last week feel like it lasted a month? And has the last month felt like a year? It's funny how that works. When things are going well, the time flies. When you're going through a rough stretch, time seems to stand...
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It's OK to Get Down!
I'm going to tell you why it's OK to be invested when the market tanks.
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Am I Wealthy?
Am I Wealthy? I am asked this question by clients and prospective clients all the time, but I don’t know that I’ve ever in the moment answered as well as I should. So this post will be my cathartic attempt at redemption....
Read MoreYou Asked for It
You ask, we Explain! This week we are launching a new segment called "You Asked for It" where we will be answering questions we are receiving through our Facebook page or from current clients that we feel are likely to be shared by...
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2018: An Anomaly for Investors
2018 has been an especially frustrating year for investors and investment advisors, but not just because the stock market is down. We may be closing in on a scenario many of us have never experienced: A double negative for Stocks AND Bonds
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Headlines: The Daily Risk to your Retirement
Headlines are sometimes meant to cause a panic, and panic can cause us to make bad decisions. Here I'll explain why the news can be bad for your financial health.
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Investing: No Walk in the Park
Just in time. A crash course on Stock Market Corrections.
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Injuries and Investments: An Interesting Commonality
One thing tends to hold true with injuries and investments: The older we get, the harder the recovery.
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Social (in)Security: A Storm in your Forecast
Can I rely on Social Security in retirement? Will I even have a benefit? Questions I get all the time, and for good reason. There looks to be a storm on the horizon. Let’s talk about the security, or...
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The Stock Market vs. Lebron James.
Sports and Finance: My two favorite topics! Let's get into it: We talk a lot about averages when we discuss both sports and investing. How many points does a player average per game? What's the average return on an investment I'm...
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Retirement Planning? Think "Buckets"
Where will my paychecks come from and how can I protect against running out of money in retirement? These are two of the more common questions and concerns we encounter as retirement planners, and we address them with a unique approach...
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The Interest Rate See-Saw
One common behavior we see for investors approaching and entering retirement is to become progressively more conservative with their investment allocations. This typically means a growing percentage of fixed income investments in...
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We Take it Personal
Hey there! Glad you've checked in to our new blog. In fact, this is our first ever post! You may even be our first reader? Should there be a prize for that? Anyway, we call our blog "We Take it Personal" because it speaks to our...
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