“The two most powerful warriors are patience and time.” - Leo Tolstoy "Life and investing are long ball games." - Sir John Templeton Historically speaking, September is the worst month for stock market performance. The year 2022 followed the trend with really poor returns across the globe. … Read More
How To Plan For Healthcare Coverage In Retirement
Healthcare costs can skyrocket in retirement and threaten to derail many retirement plans. People in their early 60s are often exposed to higher health risks but are not yet eligible for Medicare coverage. A thoughtful financial planning process should aim to help people – while they are still … Read More
Monthly Stock Market Review – August 2022
“Don’t fight The Fed.” – Old Stock Market Adage August is a month that is usually not so kind to the markets. The 2022 edition was no exception with the equity markets we follow losing about half the gains picked up in July. The only exception to this is the MSCI Emerging Markets index, which … Read More
FAFSA 2023-24 Application – What You Need To Know
*** To learn about the key delays, changes, and updates made to the latest FAFSA form, the 2024-2025 FAFSA application which opens around December 31, 2023, please see our updated blog. ***Nothing is more appealing to soon-to-be and current college students and their parents than free money. … Read More
Monthly Stock Market Review – July 2022
“The two most powerful warriors are patience and time.” - Leo Tolstoy “You can't predict. You can prepare.” - Howard Marks July is historically one of the best months of the year for investors. July 2022 did not disappoint with the stock market indexes we follow producing solid gains for the … Read More
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