Our investment philosophy is based on long-term investing principles, which means when markets get bumpy, investors are encouraged to remain disciplined and stick to their plan. But these straightforward mantras aren’t always easy to follow when put to the test. We...
Stock market volatility? No problem. At least it shouldn’t be if you have a solid financial life plan. They say that volatility (and the discomfort that comes along with it) is par for the investing course. And while this is true, it doesn’t make market dips any less...
We find that many new retirees feel lost without their jobs. But most of the time, what these retirees are really missing is the sense of purpose that they received from their jobs. Even if you didn’t love everything about your job, work gave your days structure...
One of my clients was not looking forward to her retirement at all. For the two years leading up to the day she would leave her job as a teacher, she fretted about what she would do and how she would feel when she didn’t have to teach anymore. “It’s funny, but I don’t...
“We do not have, never have had, and never will have an opinion about where the stock market, interest rates or business activity will be a year from now.”– Warren Buffett, the world’s most admired, least imitated investor, in his annual letter...
Diversification explained: The two cornerstones of any investment strategy that, makes sense, are asset allocation and diversification. If you are not doing the correct diversification you are basically betting on some sector of the markets to do better than others....
