2020: Midyear Outlook
To put it mildly, 2020 has been an extremely challenging year so far. Despite the uncertainty we’re all facing, there are some positive signs for the future. LPL Research’s Midyear Continue Reading →
Category Archives: Investing
Thriving in Volatile Markets
Understandably, I have been getting questions from clients about the market swings we’ve seen in recent months–what are the causes? How do markets respond to big events, and why is the Continue Reading →
Reality Check on Your Retirement Savings
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough Continue Reading →
Making Smart Investments for Your Family
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management Continue Reading →
The Smart Way to Save for Retirement and Pay Down Debt
It can be difficult, but not impossible, to save for retirement while paying down your credit card bills and student loans. Even small steps now can make a big difference Continue Reading →
Disaster Planning and Your Accounts
Given the catastrophic fires we’ve seen in our area for the last several years, it’s not surprising that clients have asked me what would happen in the event that an Continue Reading →
Time May Change Your View of Wealth
Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money Continue Reading →
Planning for Ups and Downs
Market volatility has the potential to erode your net worth. You can take steps now to help insulate your wealth against future market fluctuations. Market volatility stirs the emotions. It’s Continue Reading →
Financial Detours to Avoid
Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way Continue Reading →
Set It, Forget It, Regret it?
Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number of automated retirement plans are appearing on the market, promising Continue Reading →