Market Update: Back to School 2020
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 →
Protecting Your Nest Egg When You’re Unemployed
Don’t let a job loss derail your financial future. Consider these steps to help you stay on track to your long-term goals, even when short-term unemployment happens. Unemployment is often Continue Reading →
Your Emergency Fund: How Big Should It Be? When Should You Use It?
If you think of your finances as a house, your emergency fund would be the foundation. It’s the first step you take in building a strong financial life. Life can Continue Reading →
Tempted to Tap Your 401(k)? Ask These Questions First.
Early withdrawals from retirement accounts are not only costly, they can disrupt your financial future. Think about the long-term consequences before you tap your 401(k) for an emergency expense. Your Continue Reading →
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 →
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 →
4th of July Update
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 →
The Great Lockdown Recession: Wall Street v. Main Street
Clients and Friends: Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, Continue Reading →
Avoid COVID-19 Scams
Scammers, fraudsters, and other criminals are taking advantage of rapidly-changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets Continue Reading →
How Do You Know When You’ve Hit Bottom?
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 →