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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

I’m not allocating much space to this column to discuss the past six months. I think we might all agree that it will be regarded as one of the most tumultuous periods in history, if not in our lifetimes. Like you, I hope and pray that the next 6 months will be dramatically better than the last, in both financial markets and society in general.
In the investing world, we like to use average annualized returns when discussing the long-term performance of a security or portfolio. It's certainly not a perfect gauge, but it's pretty much the best we've got.
The outbreak of COVID-19 has created uncertainty across the nation and world over the last several months. The global health concerns surrounding the novel coronavirus have prompted Medicare recipients to wonder how it will impact their coverage.
Enclosed is our 1st Quarter 2020 Newsletter with timely articles on the markets, investing, and financial planning. We hope you find it helpful.
On Friday, March 27th, the President signed into law a $2.2 trillion-dollar stimulus plan known as the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. It is the largest stimulus package of its kind and is intended to help combat the economic impact of the COVID-19 virus.
Check out this video (CLICK HERE) from one of our investment partners, Dimensional Fund Advisors (DFA). It helps to put recent market volatility into perspective. It's a little long, but worth the time. We hope you find it helpful during these trying times.
Last month, we discussed the passing of the Setting Every Community Up for Retirement Enhancement, or SECURE Act. In the article, we reviewed many of the changes this legislation made to the retirement planning landscape.
Congress recently passed the Setting Every Community Up for Retirement Enhancement, or SECURE Act. The bill marks some of the most significant changes to retirement policy in more than a decade.
We have much to be thankful for this year. Stock markets are riding high as we approach the end of 2019. The S&P 500 has returned nearly 30% with dividends, the MSCI EAFE index of developed markets is up over 21%, and the MSCI Emerging Markets index has gained about 15%.
Nick Murray, one of the most prolific scholars in our industry, states in his book Behavioral Investment Counseling that “your family’s financial well-being in later life, and its ability to leave significant legacies to its children, will depend largely on what percentage of its income it manages to save – perhaps the ultimate behavioral variable.”
Below please find our 3rd Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing.
Albert Einstein called compound interest “the eighth wonder of the world.” He went on to say, “He who understands it, earns it; he who doesn’t, pays it.”
First off, lets clarify any confusion between the terms Gen X and Millennials. Generation X is currently age 40 to 54 (born between 1965 and 1979). Millennials (also known as Generation Y) are currently age 24 to 39 (born between 1980 and 1995).
With the markets fluctuating on a day-to-day basis from headlines such as U.S.-China trade and Federal Reserve monetary policy, it's important to maintain perspective on the overall health of the U.S. economy.
Of the market and economic indicators that usually precede recessions, none receives quite the attention as the steepness of the yield curve. It's for this reason that markets reacted with uncertainty to last week's intra-day yield curve inversion - the first since 2007. What does this mean for long-term investors and what's different this time?

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