Oh what a year it was for stock market investors as 2019 turned out to be a year in which it was hard to lose money in the markets, no matter how aggressive or conservative your portfolio. December was another solid month for stocks with all the domestic and international indexes we follow up … Read More
What Is Your Risk Tolerance If the Market Turns Down?
Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind … Read More
College Savings: From Getting Started to Enrollment
Many parents (and grandparents!) start saving for college as soon as they find out that they are starting a family. Others get a late start for a multitude of reasons. This article is intended to provide a guide regardless of where you may be in your young student’s financial journey. From birth … Read More
Monthly Stock Market Review – November 2019
October did not disappoint for stock market investors as, once again, both domestic and international indices were higher for the month. Bonds continued to impress with the Aggregate Bond Index up 0.33% for the month. Commodities were strong as the US dollar index fell more than 2% as the first part … Read More
Why Experienced Investment Planning is Something to be Thankful For
During the Thanksgiving season, many people identify various aspects of their life for which they are thankful for. Many reflect on their health, job, family & loved ones, and several other things. In addition to those, we’d like to take a moment to focus on why experienced investment planning … Read More