Let's spend a little time this month talking about how your investment portfolio is doing. In particular, I want to speak to those who...

Last month I spoke about "migration" and the idea that investors were warming to the idea that the S&P 500 had struck a bear market low. ...

The S&P 500 eked out a tiny gain in May as investors watched for the latest debt ceiling headlines. May 17 and 18th proved pivotal days,...

Denial. Migration. Panic. Smart investors reflect on these three words constantly and evaluate both their own thought processes and...

For those unaware, the United States looks set to once again hit its "debt ceiling" sometime this summer. What is the debt ceiling,...

As a financial planner that speaks with investors and other advisors every day, I sometimes get a unique look into the current psyche of...

I'll say it - it's been an interesting 18 months in financial markets. As the old Chinese proverb says, "May you live in interesting...

Led by beaten down "momentum" names, stocks rallied sharply in January with the S&P 500 adding 6%. While things looked relatively grim...

My wife informed me that the last few blogs have been too "data heavy" (I think this is her way of saying "boring") so I figured what...

On December 23, 2022 as part of the Consolidated Appropriations Bill, the SECURE Act 2.0 was passed. Recall the original SECURE Act...

Lately I've seen the chart above making the rounds and warning investors that a stock market crash is looming. Notice that big drop in...

In 1964 Bob Dylan recorded his classic, "The Times, They Are A-Changin'." While Dylan wrote the ballad as a protest and an attempt to...

Earlier this month I attended a presentation by Dr. Sarah Newcomb, a behavioral economist with Morningstar. Dr. Newcomb presented...

Gerontologist and best-selling author Ken Dychtwald likes to compare planning for retirement to space travel - saying it's a long journey...

Stocks, as measured by the S&P 500, ripped 9% higher in July as investors began to anticipate a "pivot" by the Federal Reserve on...

Holy Toledo, Batman! According to this July 4, 2022 article JP Morgan (a bank everyone has heard of) says oil prices could surge 240%!!!...

Getting started implementing a financial plan (or making updates to an existing plan) can be, well, something you want to delay. Am I...

Getting even. Who doesn't like to get even, right? There's just something cathartic about it. An eye for an eye, a tooth for a tooth. ...

Let's face it, at least in the financial world, 2022 hasn't been a great year so far. Stock and bond prices are down and inflation is up....

With tax filing season upon us, I want to share something I've noticed after working 12 years in the financial planning field. Too...