Strategies for Managing Market Volatility

Three Strategies to Help Offset Market Volatility   Yes, the stock market is volatile right now, and U.S. inflation is not helping any, but there are three strategies that you can use to help offset that volatility. This article will introduce those strategies,...

Maximize Your 401(k) Benefits at Work

How to Take Advantage of This Great Retirement Income Tool Someday we will all retire, or at least slowdown. How prepared will you be for that day? Retirement planning in the form of a 401(k) plan is an important part of your retirement income matrix. First of all,...

Staying the Course

Tempted to Make Big Changes in Response to Short-Term Volatility?   Read this First!   Staying the course amid economic turmoil can be a daunting proposition. As markets ebb and flow in response to world events as well as earnings reports and data releases...

End of 2021 Planning Observations

We are furthermore witnessing one of the most visceral supply chain disruptions in economic history – if there was ever a time for a passive, hands-off approach to financial planning or portfolio management, this is certainly not it.   Uncertain Times Underscore...

The Impact of Inflation on Consumption

What Is GDP?   At a high level, let’s first observe that gross domestic product (GDP) is 70%  consumption. Said another way, consumption is simply you and I buying things. These things can be daily routine staples, a new car, or a household appliance, as well as...

What Does a Financial Plan Look Like?

For anyone who has not worked with a Financial Advisor, this question has likely crossed their mind at least once. According to Statista,* 65% of Americans in 2020 indicated that they do not work with a Financial Advisor. Given how events unfolded last year, if there...

Is Economic Volatility Imminent

Updated October 1st, 2021 I believe that we are at a point of inflection where risks of various types are weighing on the market as we remain relatively near all-time record high levels. What Are the Main Areas of Risk for the Financial Markets? Broadly, I would...