Economy

8 Ideas That Help Manage a Financial Windfall and Market Review

Managing a Financial Windfall Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly slip through our fingers. [[https://www.marketwatch.com/story/one-in-three-americans-who-get-an-inheritance-blow-it-2015-09-03 One study]] found that one third of the people who received… Read More »8 Ideas That Help Manage a Financial Windfall and Market Review

Covid A Year Later and Avoiding Seven Retirement Traps

Market Review This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic [https://www.who.int/director-general/speeches/detail/who-director-general-s-opening-remarks-at-the-media-briefing-on-covid-19—11-march-2020]. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a… Read More »Covid A Year Later and Avoiding Seven Retirement Traps

Good Viewing as We Approach the Election

This timely video came to me courtesy of Dimensional Fund Advisors. This is great to look at as we approach one of the more contentious elections in recent US history: https://www.mydimensional.com/how-much-impact-does-the-president-have-on-stocks-data-vid

Much to be Grateful For

This month, we give thanks for such good markets, but more importantly, our families and clients. Since we are entering the season when families get together, we offer some thought on important conversations we may want and need to have with our loved ones. Last but hardly least,… Read More »Much to be Grateful For

Records Are Made to Be Broken

We’ve all heard it said: “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses. The bull market that began in 2009 is not the best performing since WWII. That title still resides… Read More »Records Are Made to Be Broken