As the economy grows and gets stronger, how should investors behave for the rest of the year? Avoid making some dangerous moves with your investments by sticking to the same solid, diversified plan originally created.
Bright Ideas
Read what our advisors and planners have to say about wisely managing your financial future.
Are you worried that your financial projections might look too good to be true? It’s important to consider a worst-case scenario too. Ask your financial advisor to conduct a stress test.
The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year. Those shots have also inspired a sharp rise in travel bookings among folks who hope it will finally be safe to jump on an airplane and lounge at a luxury hotel in the spring or summer of 2021.
For many of us, it seems not a day goes by that doesn’t now include a discussion with a close friend or family member regarding day trading, cryptocurrencies, or the new topic of the month…GameStop.
There is perhaps no more widely used phrase in the investment world than…you can’t time the market. This warning has been a hallmark of Wall Street lore for as long as public markets have existed and has been ingrained into the thinking of nearly every investor from the first day they begin investing.
As we begin 2021 with the Democrats in control of Congress and the White House, we can begin to assess the political agenda of the left and what impact it will have for our clients. One item high on that agenda is a plan to reform our current tax system, which President Biden released late in 2020.
Our Blog
Check out what our advisors and planners have to say about wisely managing your financial future.
Fri, 03/26/2021 - 16:30
I love meeting new people. I should say, I love learning about new people. I like to explore their background, their current reality, and most importantly, what drives their daily actions. One of my favorite questions takes many forms. At its core … what is your code?
Tue, 12/01/2020 - 16:38
As I’m writing this blog entry, it’s the week of Thanksgiving. Sure, this year is going to be different, but the principles of gratitude and community cannot be removed from this great American tradition.
Fri, 10/16/2020 - 09:54
Are you tired of the overly negative sentiment of today’s media? The nonstop negativity about the impact of the election outcome, Coronavirus, etc.? Fear sells, and as humans, we know how to use it to motivate our behaviors…welcome modern marketing.
Tue, 10/13/2020 - 12:27
What a wild and crazy year 2020 has been. The fortitude of most investors has already been tested multiple times, and with the election only a few weeks away, many will continue to have their blood pressure and risk tolerance tested.
Tue, 10/13/2020 - 11:12
After every major stock market decline a handful of investors will start asking themselves why they didn’t sell after the market dropped around 10%? The logic appears so simple after the stock market drops 20% or more, right?
Mon, 09/14/2020 - 10:58
They’re back!! It may be hard to believe but unfettered excitement over investing in technology stocks has returned with a vengeance. It feels like a lifetime ago – actually, barely five months – when fear swept through the financial markets as the Covid-19 global pandemic sent the world economy into an abyss.
Mon, 09/14/2020 - 10:41
As creatures of habit, it often takes an intense experience to shake us out of our routines and get us to examine how we are spending our lives.
Wed, 09/09/2020 - 15:17
At the onset of the COVID-19 pandemic, I noticed an important shift in my life and in the lives of many around me. I struggled to appropriately articulate this feeling, but before March of 2020, I sometimes felt like the world was on a treadmill.
Mon, 08/10/2020 - 16:13
As recent graduates from Virginia Tech and the University of Georgia, we have experienced the effects of Covid-19 firsthand through finishing our senior year online, in quarantine, and without any guidance as the world has not seen a pandemic this large in over a century.
Thu, 07/30/2020 - 10:06
Seriously? Why would anyone willingly choose to run UP a hill? The sudden burst of extra effort, a shortened stride and quickened cadence, leaning forward with your breath and heart rate accelerating. Why run hills when you can take an easier route, staying flat or avoiding running altogether?
Fri, 07/17/2020 - 17:07
The year 2020 was touted to be the year of “clarity”. Yet instead of a fun cliché, we have experienced the opposite. Covid-19 has altered our daily lives in unprecedented ways, testing the daily habits, routines, and rhythms that are often the greatest source of our happiness and success.