2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7% with reinvested dividends last year, respectively. The S&P has come full […]
Ever wonder why some people are perfectly calm during market swings… While you’re left wondering what’s going on? And what you should do next? If you’re 100% happy with the advice you’re getting and totally relaxed about your portfolio – […]
A new year beckons, promising new opportunities. We’d like to offer a heartfelt “thank you” for being part of the Art of Financial Planning Journey. We are grateful for your presence in our life, and we are sending you our […]
How did 2023 go for you? Will you share some highlights with me? Before the year ends, I like to sit down and review, thinking through what went well and what didn’t. I try to mentally put the old year […]
As we approach the end of the year, it’s essential to ensure that we’re on track with our financial obligations, including Required Minimum Distributions (RMDs) for tax-deferred retirement accounts. This article serves as a reminder to double-check your qualified distributions […]
