investment management

Is a 30% Stock Market Return Achievable?

This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…

3 months ago

Winners Don’t Quit

“Success seems to be largely a matter of hanging on, after others let go.” - William Feather Winners don’t quit…

2 years ago

All Aboard the Investment Train!

Currently, there are very few places to grow one’s money better than investing in the stock market. And many people…

3 years ago

Are you experiencing Financial FOMO?

We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail…

3 years ago

Your (Mis)Behavior Can Break the Bank

Creating a financial plan not only gives you a road map to your retirement goals, but it also allows you…

5 years ago

Staying the Course

Staying the Course Investors tend to see short-term volatility as the enemy.  Volatility may lead many investors to move money…

5 years ago

Pullbacks, Corrections, and Bear Markets – What’s the Difference?

Over the weekend, a relative asked, “Are we in a bear market?”  I answered his question with, “What do you…

6 years ago

Retire Now, Live On the Beach, For about $200,000-$300,000

Many people are ready to make the transition to retirement.  They envision living a less stressful, carefree lifestyle.  Where they…

7 years ago

Time to Retire, is it still safe to withdraw 4%?

How much can retirees withdraw from their nest egg each year?  This is a question that many thought was answered…

7 years ago

Late in Life Career Changes: Second Acts for Older Adults

Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your…

7 years ago