Blog
Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.
A Change in Perspective: From “How Much is Enough?” to “Enough for What?”
We often think of wealth management as a process of accumulation. How much do we need in our retirement accounts? What's the magic number that will let us sleep soundly at night? These questions are important, and they're ones we ask ourselves constantly throughout our lives.
Sixty-Two Years of Growth
February is the time of year when we annually update the tool we call our “62-year scorecard.” Although 65 has long been assumed to be the retirement age in America, the law allows for Social Security benefits starting at age 62, which also happens to be the average age at which folks retire in our great nation.
Qualities All Great Investors Share
January is the time of year we all make our resolutions for a better life in the coming year. As your investment advisors, we recommend that you adopt a resolution to become a better investor by not allowing surprise to creep into your investing strategy this year.
Is Winter Coming?
Majority of investors are worried and afraid of global conditions. Ironically, the corollary is also often true: stocks often peak and crash when investors feel too confident and become complacent.
How Dumb is This Market?
Many investors simply can’t understand why the market is rising and therefore can’t believe it. You even see money managers and pundits on TV talking about how the current growth is unrealistic, fake, or not to be trusted.
Gratitude as a Source of Strength in Lean Times
Life’s journey is rarely straightforward, and there are likely to be lean times when you will wish things could be different. But instead of spending time wishing for what could be, focus on gratitude for what we do have.