May 7, 2025 | Financial Planning, Investing, Investment Planning, Retirement Income Planning
A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as eloquently as Warren Buffett over his five-decade career as CEO of Berkshire Hathaway....
Feb 13, 2025 | Business Owner Planning, Investment Planning, Markets, Retirement Income Planning, Risk Management
Market cycles are a natural part of investing, but deep drawdowns can have a lasting impact on portfolio growth—especially for retirees and those nearing retirement. Understanding the historical patterns of market declines and recoveries is crucial for managing risk...
Dec 10, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning
Just like the famous writer Balzac once said, “our worst misfortunes never happen, and most miseries lie in anticipation.” This perfectly describes what happened in 2024. Many people worried about the economy crashing, the stock market falling, and...
Oct 23, 2024 | Financial Planning, Investment Planning, Retirement Income Planning
For those in or approaching retirement age, there is nothing more important than building a portfolio that can support a long, fulfilling retirement. Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be...
Feb 14, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning, Risk Management
The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably nervous any time the market is near record levels, investors also tend to grow more bullish as the...
