We’ve been thinking about the recent ups and downs of the stock and bond markets. The past three calendar years (Covid shutdown included) have been very good to stock investors. 2021 was a steady upward climb for stocks with little disruption, which lulled many folks...
What happens to investments during times of war? As things heat up between Russia and Ukraine, we thought it might be helpful to offer some historical perspective on how the stock and bond markets have performed in past conflicts. To be sure, the situation in Ukraine...
Using just a few categories to track your spending can help define your financial goals. As a financial planner, I help clients achieve their retirement goals. Seeing the joy they experience when they realize their dreams is one of the reasons I do what I do. Putting...
There is a theory on Wall St. that says the performance of the stock market over the first five days of January, or its performance over the month, determines how the market will end the new year. Given the increased volatility we’ve seen this month, you might have...
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