financial planning

Successful Investors Don’t Listen to Stock Market Highs or the 10-Year Treasury Yield

Investment Management, Wealth Management / By

Market indicators enticing you to make changes to your investments might be the biggest threat to your long-term success. Much of the “money media sphere” revolves around speculating about “market indicators.” This term is very broad and usually means a measurement that that particular article or conversation is focusing on to support the market predictions […]

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Three Things Investors Should Do Right Now

Financial Planning, Investment Management, Wealth Management / By

Last week’s live on replay for those of you who missed it. The past few weeks have been a rollercoaster for markets. From tariff announcements and Liberation Day volatility to trade truces with China, we’ve seen investor sentiment swing from bearish panic to bullish optimism. Recession fears have eased, and the market has rallied—up about

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Tariffs, Market Declines, Can’t Somebody DO Something?

Financial Planning, Investment Management, Wealth Management / By

It’s ten minutes from Monday’s market open, read this before you check your portfolio…or really, don’t check at all—you’ll be better for it. As I write this I am assuming the market continues to shock and awe many investors. Put into motion from the imposed tariffs last week, a massive self-off and decline in the

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You Will Live Too Long to Own Bonds

Financial Planning, Investment Management / By

You should be investing in equities no matter what your age. Most investors—particularly those at large investment houses—are following an outdated strategy that could be hampering their long-term retirement success. This widely accepted strategy, known as the “Glide Path” approach, dictates building a portfolio heavy in stocks when young and gradually shifting to bonds over

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The Single Financial Goal That Will Transform Your 2025

Financial Planning / By

Simplifying your finances now and for the future should be your number one priority. In the world of personal finance, complexity often masquerades as sophistication and can be very alluring. Sometimes it feels like much of my job is stopping clients from engaging in costly and sometimes harmful financial strategies that sound ever-so enticing and

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