News & UPDates
How Much Risk Do You Need To Take To Hit Your Goals?
How much risk do you need to take to hit your goals?
Is it normal for stocks to go down -5% to -10% in a short period of time?
Market update — Is it normal for stocks to go down -5% to -10% in a short period of time?
Are Things Getting Better or Worse?
3-27-24 Here is a market update for Q1 2024. Markets have had great returns over the last 20 weeks (since October). Are you getting your "fair share" of returns? We can help you. We are built for the Millionaire Next Door. Let us know how we can help. If you want...
Market Recap & Path Forward 2024
2023 was been a better than expected and 2022 was worse than expected! Are you getting your "fair share" of returns, net of fees & net of inflation? Do you have enough invested in long-term equities? See the brief video below and find out! Sometimes the “safe”...
Markets Normally Go Up & Bear Markets Are Transitory
2023 has been a better than expected start of the year for financial markets! Are you getting your "fair share" of returns, net of fees & net of inflation? Do you have enough invested in long-term equities? See the brief video below and find out! Sometimes the...
Stocks are up 11% per year over the last 7 years (not a typo)!
At our firm, we encourage clients to have a long-term investing approach. Volatility is normal and we want compounding over decades! Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is...
The Answer to Volatility is Financial Planning
Are you worried about markets, retirement and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 640% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our...
Tough Choices — What do we own & why?
Are you worried about markets and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 700% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our path...
Are Things Getting Better or Worse?
It is hard to believe that it has been 18+ months since the beginning of the Covid crisis. Each week we read dozens of blogs, articles, whitepapers, and presentations as part of our investment process. Below are some of the most important slides, charts, and...
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