"I would like to see more volatility in the markets. Small shocks remind us that a bigger shock might occur and we protect ourselves to some extent. - Myron ScholesNovember is historically a positive month for the stock market. Unfortunately for investors, this month is the exception to the rule. … Read More
Monthly Stock Market Review – October 2021
“You can't predict. You can prepare.” - Howard Marks The US stock market rebounded from a poor September performance to reach record levels for the S&P 500, Dow Industrials and the S&P400 Mid-Cap Index. Global equities were also higher, just not with the force we saw here in the US. … Read More
6 Options for Families to Fund a College Education
Families spent an average of over $26,000 on college costs in 2020-2021, and the number is expected to climb in the years ahead. Some parents of teens have been planning for higher education costs for decades while others are just now getting started. Luckily, there are plenty of options available … Read More
Monthly Stock Market Review – September 2021
"Pessimism and bearishness never get you in the game, while untamed optimism means that at some point, you’ll have a serious setback. The cautiously optimistic investor asks both, “What could go wrong?” and “What could go right?” - John Mauldin (09/24/2021 Thoughts from the Frontline … Read More
Time for Your Mid-Year 401(k) Review
The 401(k) retirement savings plan is one of the best ways to save for retirement. The result of a provision in the Revenue Act of 1978, the 401(k) has become so popular that it is now the main source of retirement savings for many Americans. At first the provision allowed employees to save in a … Read More
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