Patience is a Virtue
I completely understand that the last few months have been scary with the swift drops in the market. Clients call everyday expressing their concerns, and asking me where do I think we go next. Look, it’s completely normal to have... Read More →
4 Don’ts for Investors During a Correction
It’s finally here. The stock market correction that we’ve all been fearing and anticipating. We haven’t seen a 10% correction since 2011. In addition, we haven’t seen a bear market since 2008-2009 credit crisis. I’m sure you’re wondering just how long... Read More →
Should You Prepare for the Bear Market?
It’s been six glorious bull market years since the last correction. It’s been a nice ride. When will it come to an end? There are probably plenty of reasons to start preparing for trouble. Far be it for me to... Read More →
Dow 18,000 Spooking You?
The Dow is within striking range of 18,000 and may hit it by the time I post this article. To be honest, it really doesn’t mean a lot. Many investors get really spooked by these levels. I’m not sure why.... Read More →
How Much Money Is Enough?
How much money is enough? Ah, the age-old question about money. I think most of us would answer there’s never enough. I know I never seem to have enough for all the things I want to do. When I consult... Read More →
4 Year End Portfolio Moves
October is month when leaves are changing color, there’s a nip in the air signaling the beginning of fall, and of course stock market corrections! I can’t believe as I write this that we have already entered the fourth quarter.... Read More →
5 Strategies To Protect Yourself From Rising Interest Rates
It’s almost as certain as death and taxes. Interest rates will go up. These low interest rates we’ve enjoyed for years will begin rising. I personally believe we still have some time before rates start upward. Since you have a... Read More →
My Bonds Will Do What When Interest Rates Go Up?
Most investors own bonds in their portfolios. We buy them for safety and to diversify our portfolios. More and more we are starting to hear about rising interest rates. Some of you may be wondering what will happen to my... Read More →
Avoid The Freak Out!
Here we go again! Well there is no doubt that the stock market has entered correction mode! Brilliant statement, right? Unfortunately, this one may smack a few investors in the face. Why? Well, we haven’t had a substantial correction in... Read More →
Do 401(k)s Have Stop-Losses?
It never fails. My best article ideas come from my clients! Thank you! Recently one of my clients called and asked a rather interesting question. “Do 401(k)s have stop-losses?” First, let me define what a stop-loss is for those of... Read More →