Q2 2022 Quarterly Context Video

By |2022-08-03T21:07:09-07:00July 25th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts, Uncategorized|

Inflation remains high, rates are up, stock and bond markets are down, and recession worries are increasing. However there are some positive signs, and medium-long-term returns remain strong. How did we get here and what’s next? We’ll also cover the important difference between investing and speculating, and how understanding a buyer’s strike can improve [Read More]

The Gen X dilemma (part 1): how do you financially prepare and launch your children?

By |2022-06-01T09:49:41-07:00April 30th, 2022|Blog, Financial planning tips and perspectives, General thoughts, Personal Wealth|

Gen Xers are caught in quite the pickle. You’re sandwiched between your aging parents and restless teenagers, and feel the financial pressure from both sides. You want to help, but feel uncertain of where to start. So what do you do? In this article, we’re going to focus on how to prepare and [Read More]

Q122 Quarterly Context Video

By |2022-04-25T10:00:32-07:00April 25th, 2022|Blog, Financial planning tips and perspectives, In the news, Investment Management, Investor behavior, Lifestyle, Quarterly thoughts|

The Ukraine/Russia conflict and the world’s response is affecting markets, inflation remains higher and rising, the Fed raised and plans to raise rates further, the yield curve is trying to tell us something about the economy, gambling risks are far higher than investing, what the stink-eye effect on your portfolio might be… Watch to [Read More]

The myth of early retirement: 3 mindset mistakes hurting your future

By |2022-05-15T12:43:45-07:00February 9th, 2022|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

How do you want the next chapter of your life to read? Well, as the authors of our own stories, it’s up to us to decide. But if we think the most compelling narrative is found in an early retirement, we may be in for an unpleasant surprise.  If we look to riveting novels [Read More]

Inflation, investing and innovation – how to stay calm amid uncertainty

By |2022-02-17T12:22:05-08:00January 12th, 2022|Blog, Financial planning tips and perspectives, Investment Management, Lifestyle, Personal Wealth, Staying the course|

Is inflation on your mind?  We would be surprised if it weren’t.  While we all have to weather inflation's short-term effects, we have reason for optimism over the long term.  Here’s a look at where we are right now. Inflation, labor shortages, and supply chains The effects of nearly two years of the pandemic [Read More]

Take a career break, push past limiting beliefs & more: inspiration for reaching your goals

By |2022-09-05T20:00:29-07:00December 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

Providing our insights, observations and advice on issues midlife business owners and Gen X professionals encounter at this busy stage of life is a core part of the conversations we have with clients, prospective clients and interested followers. Throughout 2021, our CEO Greg Patterson and COO Lisette Smith, CFP® expanded beyond financial planning, investments, [Read More]

2022 retirement contribution limits increase for Gen X business owners 

By |2022-09-05T19:45:39-07:00December 15th, 2021|Blog, Business Owners, Financial planning tips and perspectives, In the news, Personal Wealth|

Many Gen X business owners can save more in 2022 with the IRS increases to retirement plan contribution limits.  In our work to help midlife business owners and leaders make work optional, retirement plan savings is an integral part of a comprehensive financial plan.  One way to accelerate your path to financial independence is [Read More]

11 financial planning and tax-saving moves to make before year end

By |2021-12-10T12:03:36-08:00November 27th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Investment Management, Personal Wealth|

As we rapidly head into the last few weeks of 2021, now is the time to take care of any time-sensitive financial planning moves and get prepared for 2022.  You may be able to reduce your tax bill, too, with some of these action steps. 1. Maximize your retirement savings You have until December [Read More]

Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals

By |2021-12-01T12:49:02-08:00November 11th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Investment Management, Personal Wealth|

Are you ahead of the game when it comes to achieving your financial independence? Has the unusually strong stock market boosted your wealth to the point where you think you could work less or stop working sooner than expected? Are you at a point where you are increasing your current or future lifestyle expectations? [Read More]

Why a market correction shouldn’t make you worry

By |2021-10-24T14:06:55-07:00October 24th, 2021|Blog, Fiduciary, Financial planning tips and perspectives, Investment Management, Investor behavior, Staying the course|

When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors.  But, should you be concerned?  After all, significant drops in the stock markets are fairly common, as are rebounds and new highs.  While market fundamentals [Read More]

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