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....
Apr 2, 2025 | Investing, Investment Planning, Retirement Income Planning, Risk Management
Federal Reserve policy has been a key driver of markets over the past few years. It’s not surprising to investors that changes in policy direction have resulted in market swings, most notably in 2022 when the Fed began to hike rates, and again last year when investors...
Mar 6, 2025 | Financial Planning, Retirement Income Planning
Will your savings last as long as your retirement? It’s a pressing question that keeps many Americans awake at night – and for good reason. The changing political, economic, and market environments can all impact retirement plans. A record number of people...
Mar 3, 2025 | Markets, Retirement Income Planning, Risk Management
Monthly Market Update – February 2025 February was a volatile month for stocks. Tech continued the selloff that started in late December, with the Magnificent 7 falling 8.1% in the month. Tariffs and inflation fueled worries about growth as the new Trump...
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...
