Q4 2022 Quarterly Context Video

By |2023-01-26T20:28:59-08:00January 25th, 2023|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). [Read More]

10 questions that could change your life and financial independence

By |2023-01-03T20:17:36-08:00January 3rd, 2023|Blog, Business Owners, Financial planning tips and perspectives, General thoughts, Lifestyle, Personal Wealth|

If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and solidify a commitment to getting where you want [Read More]

Keep retirement momentum: how to recession proof your portfolio

By |2022-12-12T08:33:21-08:00November 21st, 2022|Blog, Financial planning tips and perspectives, Investment Management, Investor behavior, Personal Wealth|

Recession security through preparation Though it’s still being debated whether or not we’re in an official recession, it is smart to be prepared for whatever may come, since we have no control on the economic circumstances that could be ahead. But what exactly should this preparation look like? The good news is there’s still [Read More]

Q3 2022 Quarterly Context Video

By |2022-10-20T16:32:55-07:00October 20th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do [Read More]

Insurance during your midlife gap year: make sure your career break is fully protected

By |2022-10-07T15:23:04-07:00September 25th, 2022|Blog, Financial planning tips and perspectives, Personal Wealth|

You’re embracing the idea of a midlife gap year. You’re picturing the landscapes, culture, and bucket list experiences in your mind. But unattended business is holding you back from peak excitement. You need proper insurance in case something goes wrong. When you’re taking a career break it’s tempting to ignore that responsible voice in [Read More]

The semi-retired life of business owners: What if you never fully retire?

By |2022-10-03T17:59:14-07:00August 25th, 2022|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

Running a business can be overwhelming. It’s easy to feel stretched thin, and like there’s never enough hours in a day. At times, you’ll probably fantasize about retiring early, ditching the suit for sandals, and kicking back on a beach somewhere. However, these fantasies can come from thinking you’re in a retirement binary. One [Read More]

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]

Recession outlook: consumer sentiment, inflation, and unemployment

By |2022-07-22T14:22:34-07:00July 22nd, 2022|Blog, In the news, Investment Management, Investor behavior, Personal Wealth|

The recession question Will there be a recession? Are we in a recession already?  The most pressing questions for investors for the second half of 2022 center around the prospect of a recession. To assess these matters, we must look to what Shakespeare called “the root of all heartache,” namely: expectations. “Expectation is the [Read More]

What to do in a volatile market: Should I sell my stock?

By |2022-11-17T13:39:25-08:00June 30th, 2022|Blog, Investment Management, Investor behavior, Personal Wealth, Staying the course|

The stock market has been anything but stable recently. And unsurprisingly, that usually means our emotions haven’t been either. Financial freedom is tied to market performance, and when you start hearing about “down markets” or “recessions,” one question tends to come up in our nervous brains… Should I sell my stock? At its face [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]

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