Category: Financial Planning

24 Mar

Worried About a Recession? What to do now.

I’m worried about all the recent bad news and talks of a recession, what should I do? First step, take a deep breath. It is important to recognize that the economic pullback we are experiencing is driven by a health pandemic that will resolve itself over time and not a financial one. Therefore, our first […]

12 Mar

What to do in Times of Uncertainty

For 35 years we have been observers of the stock and bond markets and advisors to our clients. During this period there have been many, many ups and downs in the world’s stock markets. The first, when I personally started in the business, was October 1987. The US stock market suffered its biggest one-day percentage […]

03 Jun

7 easy ways to teach your kids about money

Fostering good attitudes and habits about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is something you should consider doing from a very early age, especially since it is rarely taught in schools. Further, if you can effectively demonstrate responsible financial behaviors yourself, they will […]

28 Nov
portfolio benchmarks

Is your retirement portfolio keeping up?

As you might expect, during times of increased volatility, we field more questions from clients about whether their portfolios are performing up to par. What is “par” for your portfolio anyway?  The short answer is “it depends.” I often hear people talking about the “market.”  The “market” was up by 500 points or down by […]