“The point of investing, after all, is not to have a great story to tell; the point of investing is to make money with limited risk.” - Seth Klarman While we do not make big, declarative statements on the markets, we see the market action in July as a possible turning point for the markets. …  Read More
How To Pay Off Your Mortgage By Age 50
Paying off your mortgage can be a game-changer for your financial health and overall peace of mind. Data collected by NASDAQ suggests that while only 28% of homeowners below retirement age have paid off their homes, nearly 63% of those 65+ have done so. These statistics highlight Americans' …  Read More
Stock Market Commentary: July 2024
“You can't predict. You can prepare.” - Howard Marks June was a mixed month for equity investors. Large cap indexes continued their upward assent as the small-cap and mid-cap indexes retreated for the second straight month. International equities – laggards for the past decade – have at least …  Read More
How to Save $2 Million: A Goal for Families Earning $100,000+
Since 2020, the amount Americans think they need to retire has increased 50% – from $1 million to $1.5 million. That figure is expected to continue rising and soon surpass $2 million. For many families, even those earning more than $100,000 annually, the dream of saving $2 million may seem …  Read More
Stock Market Commentary: June 2024
“You can't predict. You can prepare.” - Howard Marks While there has been a divergence in 2024 amongst the various equity indexes we follow, May was a positive month across the board. The S&P 500 has been the best performing year-to-date, with the mid-cap S&P 400 lagging and the …  Read More
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