Principled Solutions

Principled Solutions

Sound Advice. Worthy Portfolios.

  • Home
  • Resources

Primary menu

Skip to primary content
Skip to secondary content

Category Archives: Market and Economic Commentary

New Year, New Outlook

Posted on December 9, 2020 by Rachel Wagner
nora-schlesinger-sVvtNAgCYMU-unsplash

Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →

Posted in Market and Economic Commentary, News Email

Looking Forward After the Election

Posted on November 9, 2020 by Rachel Wagner
rwagner

Dear Clients and Friends: As you know, former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race Continue Reading →

Posted in Market and Economic Commentary, News Email

Autumn Market Update

Posted on October 1, 2020 by Rachel Wagner
markus-winkler-7PSpOMxpsoE-unsplash

Dear Clients and Friends: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as Continue Reading →

Posted in Market and Economic Commentary, Uncategorized

Market Update: Back to School 2020

Posted on September 8, 2020 by Rachel Wagner
daiga-ellaby-JZ51o_-UOY8-unsplash

Back to school this year is definitely different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, and kids hitting the Continue Reading →

Posted in Market and Economic Commentary

2020: Midyear Outlook

Posted on July 23, 2020 by Rachel Wagner
Screen Shot 2020-07-20 at 12.20.51 PM

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 →

Posted in Investing, Market and Economic Commentary, Personal Finance

Thriving in Volatile Markets

Posted on July 9, 2020 by Rachel Wagner
Screen Shot 2020-07-09 at 12.30.41 PM

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 →

Posted in Investing, Market and Economic Commentary, Personal Finance, Women and Wealth

4th of July Update

Posted on July 2, 2020 by Rachel Wagner
tim-zankert-gm3M-CsuynI-unsplash

Clients and Friends: As we head into the long weekend, I hope you’ll take some time to read through the latest letter from LPL: The July Fourth holiday will be Continue Reading →

Posted in Market and Economic Commentary, News Email

How Do You Know When You’ve Hit Bottom?

Posted on March 23, 2020 by Rachel Wagner
unnamed

How do you know when you’ve hit bottom? For several years we have been expecting a “correction” in the market, to return stocks to more reasonable prices relative to company Continue Reading →

Posted in Market and Economic Commentary, News Email

How to Survive an Attack from an Anaconda

Posted on March 13, 2020 by Rachel Wagner
zenimage

Hello again in less than a week! I’m opting for a zen-looking image for a little bit of calm. Reminding us all to breathe . . . three feet away Continue Reading →

Posted in Market and Economic Commentary, News Email

COVID-19 and the Markets

Posted on March 5, 2020 by Rachel Wagner
free-to-use-sounds-1xT5Yz2Am0M-unsplash

It’s been an eventful week. As you know, the number of Covid-19 cases has continued to increase globally, and new cases have been confirmed in the United States. Countries are making Continue Reading →

Posted in Market and Economic Commentary, News Email

Post navigation

← Older posts

Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

Recent Posts

  • New Year, New Outlook
  • Looking Forward After the Election
  • What to Know About Medicare Before You Retire
  • Autumn Market Update
  • Working From Home Can Save You Money. What Should You Do With It?

Categories

  • College Planning
  • Estate Planning
  • Evaluating RIsk
  • Impact Investing
  • Insurance
  • Investing
  • Kids and Money
  • Market and Economic Commentary
  • News Email
  • Personal Finance
  • Retirement
  • Sandwich Generation
  • Senior Focused
  • Small Business
  • Tax
  • Uncategorized
  • Videos
  • Women and Wealth

Archives

  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • May 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
Copyright © 2021 Principled Solutions All Rights Reserved.
Theme: Catch Evolution by Catch Themes