Posts Tagged ‘wealth management’
Quarterly Market Review – Third Quarter 2021
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 Jul. – Sep. 2021.
Read MoreQuarterly Market Review – Second Quarter 2021
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 Apr. – Jun. 2021.
Read MoreQuarterly Market Review – First Quarter 2021
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 Jan. – Mar. 2021.
Read MoreQuarterly Market Review – Fourth 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 Oct. – Dec. 2020. (Includes the 2020 Annual Review!)
Read MoreQuarterly Market Review – Third 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 July – September 2020.
Read MoreWatch Out for Tax Torpedoes when Collecting Retirement Income
The Tax Torpedo is a special animal that the pre-retiree does not encounter. What is it, and how do you avoid it? Read on to find out!
Read MoreDollar Cost Averaging vs Lump Sum Investing
Dollar-cost averaging is an outstanding strategy to use when investing over time. However, the data suggests lump-sum investing may be a better option when dealing with large cash inflows.
Read MoreFinance – Recessions and Fear
The economy is slowing down, and the “R” word is starting to pop up. How bad can things get? Let’s take a look and see.
Read MoreWhy Stocks Don’t Matter
Well stocks DO matter in investing, but not as much as other things. Read on to better understand.
Read MoreThoughts on Paying Off Your Mortgage
I don’t know anyone who regrets paying off their mortgage. Let’s go through the 4 stages of doing so . . .
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