Market Moves
There was a rapid sell-off in the markets at the end of last week, with the S&P 500 declining almost 6% from its recent peaks and the Nasdaq 100 experiencing an 11% drawdown and continuing today. Following a notably stable year, […]
investing
The Lifestyle Portfolio: Adjusting Investments With Changes In Lifestyle Or Priorities
Investing is often framed as a straightforward journey from point A to point B, where you pick your assets, stay the course, and reap the rewards in the long run. However, life is anything but static. Our priorities, financial goals, […]
Stormy summer?
Clouds may be gathering. Should investors be worried about a storm? Let’s look at some factors that could trigger a market selloff in the weeks or months ahead. (Note: I’m not saying a selloff is definitely going to happen—I want you to […]
Do you know your 401(k) options?
Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings. But if you’ve moved on from your 401(k) employer or are planning a transition soon, do you feel prepared to […]
Why Cash Is Not a Long-Term Investment
In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, […]
