Posts Tagged ‘financial planning’
The Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
Read MoreQuarterly Market Review – First Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for January – March 2020.
Read MoreData check: Do downturns lead to down years?
Curious if downturns lead to down years? Let’s see what the data says. Read on as we take a look at recent historical trends.
Read MoreFaith Over Fear – Growth in These Challenging Times
In this brief video, we share our perspective. It’s not different this time. In spite of the discomfort that we’re all feeling, we are also growing as individuals.
Read MoreWhat the Coronavirus Relief Bill means for you
What will you receive from the Coronavirus Stimulus Package? Here’s a detailed calculator (to download), as well as a summary of the Coronavirus Relief Bill.
Read MoreUS Equity Returns After Sharp Downturns – a History Lesson
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have been positive.
Read MoreF5 Financial Team’s insights—Market Volatility
With all of the volatility in the market over the past two weeks, we wanted to take 5 minutes to share some thoughts and perspective on what we are seeing and feeling.
Read MoreDisability Insurance – What You Need to Know
Today I discuss disability insurance—do you need it? I cover the different types available (short-term and long-term), as well as steps to evaluate your risk logically.
Read MorePerspectives in the Panic
Welcome to 2020—where black swans ride rollercoasters! Read on to hear our perspective on recent market volatility and coronavirus.
Read MoreGot a Bonus? Save Half!
Today I share the best way to celebrate and enjoy the blessings of your bonus: Save half! Or as they say, “When times are good, put some hay in the barn.”
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