The number one concern we hear from our clients is that they wish they would’ve started investing sooner. But what if there was a realistic way to upgrade your retirement nest egg by a half-million dollars between now and retirement? […]
Market Commentary
I don’t normally write about the Dow, mainly because it consists of only 30 stocks… and only 30 large and mega-sized stocks to boot. So, it doesn’t really give us a good feel for what “the market” is doing if […]
Earlier this week, the city and outlying suburbs of Dayton experienced some of the worst storms its seen in years. Sirens went off and ultimately, tragedy struck as a tornado touched down, killing one and injuring more than 90. Many […]
When you think of “Investing,” your mind may immediately wander into topics such as the stock market, real estate, bitcoin, or marijuana stocks, but you need to make sure you can walk before you sprint!
Article Summary: The steep, -20% drop that took place in the market at the end of 2018 has been followed by an unprecedented, equally interesting recovery.Long-term trends in the market are up, but not so much to where caution should be thrown to the wind.
Please join us in congratulating Zak Leedom!
“Am I on track?” This is one of the most common questions I get from my clients. It usually comes up when we are reviewing an individual’s financial plan.
Article Summary:We’re living in the second-longest bull market in history, and it just turned 10 years old in March (the longest was 14 years old before it died: 1987 – 2000).
It’s already ¼ of the way through the year. Crazy! As always I’ve put together a recorded screencast so that those who like watching a VIDEO can follow my mouse, watch, and listen to me explain my way through this quarterly update on the state of the markets.
This week’s update on the state of the market is going to be quick and concise, as I’m writing it on Saturday morning after wrapping up the annual CMT (Chartered Market Technician) Symposium in New York City.
