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 →
Time to Stress Test Your Investments
When I think of stress test, I imagine a patient in a doctor’s office running on a treadmill. Along with tons of sensor patches connected all over the chest. The point of the stress test is to measure just how... Read More →
4 Things Your Investment Plan and The Walking Dead Have In Common
Imagine waking up in a hospital bed. You have no idea how you got there. You look around confused and start pulling off wires. You push the little nurse button again and again. No one responds. There are no sounds... Read More →
What’s Your Plan If The Market Falls?
It’s on every investors mind. Shall we dare speak it? What will I do if the market falls? If you’ve been investing for any length of time then you’ve experienced a market correction much like the one we are in now.... Read More →
Facing The 7 Biggest Money Fears This Halloween Part 2 of 2
In Part 1 of Facing The 7 Biggest Money Fears This Halloween, we faced: Fear of Never Getting Out Of Debt Fear of Reviewing Bills and Bank Statements Fear of Losing Your Job Wow! Pretty spine tingling stuff. Now we’ll... 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 →
The Most Dangerous Time in the Stock Market
We are in a dangerous time in the stock market. It’s not a dangerous time because of a crisis or volatility. It’s dangerous time because investors start to become overconfident. We have not had a substantial stock market correction in... Read More →
Is Your Risk Tolerance Increasing?
I have been having more and more conversations about changing portfolios lately. Change them how, you ask? Increasing the risk of the portfolio. In the 20 plus years I’ve been advising clients, I see it during every bull market. Investors risk... Read More →