Posts tagged market turbulence
Teaching Your Grandkids About Money

You can definitely make a difference is with your grandchildren’s personal financial education. Teaching kids early will build a lifetime of good financial habits. How can we help them develop good financial habits? By taking advantage of the fact that they really are already watching and learning from what we do and say.

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Confidently Confronting Uncertainty

Does the world feel out of control? There is so much uncertainty in the world and most investors feel powerless when it comes to investing and accumulating assets for long-term financial goals. And it is no wonder: some of the financial, economic and political challenges we are currently experiencing are on a global scale and unprecedented.

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Tax-Efficient Investing and the Importance of Asset “Location”

Asset "location" - which types of investments should be held in which accounts -is different based on your stage in life. An accumulator and a retiree should have a different investment strategy.

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Headline Risk

In today’s connected world, headline risk is everywhere! As harmless as headline risk may seem, it can represent a huge deterrent in making progress towards long term financial goals. 

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Third Quarter Market Review

As the Covid-19 pandemic enters its 8 month, so many questions remain unanswered. How far are we from having a vaccine? Will there be an emergence of new Covid cases as the weather gets colder? Will states be able to effectively reopen local economies? Most importantly, when will things get back to normal? These unresolved questions all seem pretty important at the moment. However, will these temporary issues have a meaningful impact on a well-diversified, long term investment strategy?

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Watch out for Coronavirus Scams!

Scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers' heightened financial and health concerns over the coronavirus pandemic. Here are some of the more prevalent coronavirus scams that consumers need to watch out for.

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Why Haven't Stocks Declined More This Year?

Doesn’t it seem like the stock market should be down more in 2020? This article takes a deeper dive into the numbers and it turns out that when using more diversified definition of “the market,” stocks have taken quite a hit this year.

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