Our Latest Market Commentary

Now THAT Is Volatility

Volatility is part of investing, but volatility is not RISK.  Risk is losing money in long, drawn-out market crashes.  However, without the proper mindset and behavioral training, market volatility can cause stress like no other.  Take for instance, the following two pictures I snapped from my cell phone on Friday.  Something told me it was going to be a fun day to share with my readers just how volatile markets can be!  Read the alerts from bottom-up… read more…

What Now?

The S&P500 fell -4.1% yesterday, which capped off a 6-day pullback that ended in a total drawdown of -7.8%.  Looking at where the market sits today, the price is roughly the same as it was on December 8th (or roughly eight weeks ago).

As I write this week’s commentary, the market is down another -2.83% in after-hours trading (at 11:42pm on Monday, February 6th).  read more…

Coach’s Corner: “Beauty of Brokerage”

In financial planning I get to see my fair share of ugly. The millennial dealing with piles of credit card debt and barely making the minimum payments, because she has never seen a budget. A divorcee whose husband always handled the finances and now she is seeking financial confidence. A retiree that has to go back to work part time because he never created a financial plan and retired too early. All of these examples fuel my passion for constructing a path for you to retire worry-free and enjoy the best version of your life. read more…