If you were a member of the popular press, you’d probably be happy with 2018’s first quarter performance. At last – some volatility fueling news1 in early February, with plenty of enticing “largest,” “fastest,” and “worst” market superlatives to savor after a long, languid lull. As usual, there are plenty of... read more →
Apr
02
Feb
06
If we’ve been doing our job as your fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed, stay the course according to your personal plan. Have you checked your plan progress in the last couple of... read more →
Feb
02
If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your personal goals while you’re at it? Guess what? There is. It’s... read more →
Jan
10
Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have assigned a term to the angst you might... read more →
Jan
06
Happy New Year! Now that 2017 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your... read more →
Nov
20
What makes you happy? As we wish you and yours a Happy Thanksgiving, we’d like to take a moment to reflect on this timeless question. You probably already realize that piles of possessions by themselves aren’t enough. But it may be less clear what does generate enduring happiness and how... read more →
Oct
13
If you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’ recent “2017 Global Market Outlook Q4 Update.” I'm not prone to pore over these relatively unremarkable analyses ourselves, but I do read a lot of 'industry speak' as part of... read more →
Oct
09
I initially wrote about my take on the Equifax Security Breach about a month ago. In that time since, the news continues to come out about just how pervasive this hack was (and maybe continues to be). We were already on high alert for instances of identity theft. But the... read more →
Sep
11
Financial monitoring...this is part of financial planning that gets often overlooked. Like a crack in the foundation of a house, it is hard to see unless you are looking for it, but it can have catastrophic consequences if left unattended. As you may have heard, Equifax (which is one of... read more →
Jun
21
Money is a great servant but a bad master. Francis Bacon Joshua E. Self, CLU, ChFC, CFP® June 9th, 2017 How many of us plan, save, and invest for the future, anticipating that one... read more →