February has been an historically weak month for stock market returns. In 2021, however, the markets bucked the trend. Most everyone we know would be happy with the solid returns from the two US large cap indexes (Dow Industrials, S&P 500) and the international indices we track. The bonus was … Read More
Why Entrepreneurs Should Consider a Financial Advisor
If you’re a successful business owner, you’ve already beaten the odds. Data from the Bureau of Labor Statistics show that almost half of businesses fail within 5 years.¹ But new challenges often accompany professional success. Many owners set their personal wealth planning on the backburner as they … Read More
Monthly Stock Market Review – January 2021
Nothing so undermines your financial judgement as the sight of your neighbor getting rich. – J. P. Morgan January is considered by many to be an important month for stock market returns. The market idiom is that as goes January goes the year. Of course, just because “everyone” knows … Read More
Stock Market Outlook 2021
“Today's headlines and history's judgment are rarely the same.” – Condoleezza Rice (Former US Secretary of State) "Life and investing are long ball games." - Sir John Templeton 2020 in Review - A Year Like No Other What a strange year of twists and turns. We aren’t just speaking as … Read More
5 Financial Moves for the Post COVID-19 World
Think back to January 1, 2020. The economy was booming and markets were approaching record highs. Then, the Coronavirus pandemic happened. Many lost their jobs, benefits - or worse. Even if you and your partner have maintained employment and stuck to your investment plans, there are still lessons to … Read More
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