Blog

Vantage Point

Vantage Point

It’s valuable to take a minute and reflect on how far the S&P 500 index has traveled over the years.  Annual returns dating back to 1928 may be viewed here.  Depending on how long you’ve been investing, some of these dates may be familiar.  We’ve witnessed...

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Worries

Worries

How does one remain patient and avoid reacting as the markets zig and zag?  It’s human nature to want to take charge and influence as many outcomes as possible.  This is especially true (and magnified) when it comes to managing our investments.  We wish to be right in...

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Suggested Reading

Suggested Reading

Making better decisions around money can be achieved by growing your knowledge on all financial topics.  I’ve highlighted some of our work below in our ongoing effort to educate investors. Happy Reading! What does it take to become a successful investor? How much...

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Chasing returns 

Chasing returns 

These are challenging times to be an investor. Making financial decisions on what investments to purchase may include reviewing potential returns.  It’s natural to seek out returns that may increase your portfolio overtime.  A present-day example, such as I bonds,...

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Next stop: College

Next stop: College

It’s the time of year when high school seniors are selecting their college destination for this fall.  Many undecided students will use spring break for a campus visit or two as they narrow their choices.  Having assisted countless families with college planning the...

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Vantage Point

Test drive

Mentioned in our prior blog post, why not test drive a mini retirement before the real one arrives?  I believe the key to a successful long-term retirement is taking a break or reducing hours before it’s necessary.  This may be easier for some professionals based on...

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Vantage Point

Future of Retirement

Traditional retirement definitions have been eroding for years.  People are working longer today, both by choice and necessity.  Some trends are changing while others remain the same.  How might this impact how you define retirement? What’s changing Most pension plans...

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Reflection

Reflection

What do you do when your account values shrink in the current investment environment?  You may have created a well thought out plan and were happy with your progress, then life happened!  With so many events taking place today, many out of our control; how do you stay...

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Influencers

Influencers

\Who’s had the largest financial influence on your decisions around money?  The answer may surprise you.  Beginning at an early age, it’s natural to absorb opinions and philosophies on money by watching and listening to our parents.  Many of their decisions,...

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Podium

Podium

Johan Clarey from France just captured a silver medal in the men’s downhill at the age of 41.  Former wrestler Nick Baumgartner age 40, collected a gold medal for team USA in snowboard cross with Lindsey Jacobellis.  Katie Ledecky continues to get faster in the water...

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