When considering the big purchases in life, such as homes and cars, we typically spend time shopping, doing research, evaluating the pros and cons of different options, and carefully scrutinizing…

It’s Been an “Interesting” Year! Coming into 2018 the stock market was still chugging along with the momentum of a steady bull market bolstered by corporate tax cuts; however, the…

In thinking about this blog post I considered writing about “investment containers.”  People will often say “I have mutual funds”, “I have an IRA”, “I have a 401(k)”.  Which is…

Retirement dreams, retirement planning, and retirement saving are all related, but this mental crossroads is challenging and often compartmentalized. You may love to dream about being retired, but the planning…

We’re half way through 2018, which is a great time to take a look at where we are and where the rest of the year may take us. As you’ll…

When we talk about investments we usually focus on the stock or bond markets, and how things like our retirement accounts are doing. The money that often gets overlooked is…

Last month the president announced tariffs on steel and aluminum, and this caught the markets by surprise (and it’s wasn’t the good kind of surprise). Let’s take a look at…

Over the course of a few short weeks the stock and bond markets went from a period of quiet, uninterrupted bliss to what now feels like complete chaos for investors….

To set the stage, a rising market is often called a bull market. This comes from the idea that an attacking bull starts low and moves upward. A bear market…