Advisors absolutely do not have a crystal ball, so this post isn’t going to tell you what hot stock to buy or whether Taylor Swift and Travis Kelce will stay together. But there are a handful of themes that will play out over the course of the year, and those are important to understand. In […]
If your house is like mine, you have been swept up in the swirl of added activities surrounding the holidays. Yet there are a few other things I would encourage you to add to your year-end list, even if that list is already as long as your arm. Some are directly financial, and others indirect. […]
Just as we have adjusted to everyday life with a global virus, and worked through waves of Delta, Omicron and BA2, BA4, BA5, our financial lives are beset with old fears about inflation, recession and financial market declines. We knew that we would not be able to just flip a switch and turn the post-pandemic […]
Holidays like Halloween may have pagan roots in harvest festivals as well as in the Christian tradition to honor the dead. Today, that history has morphed into Fall symbols like pumpkins, shafts of wheat and bonfires, and the ghoulish and gory like skeletons, ghosts and the undead. The holiday fits in today’s gender-fluid world, with […]
This month’s intended topic was taxes. We know that the best laid plans will hit one obstacle or another along the way. But having a plan – and sticking to it – is one of the best countermeasures to uncertainty. And so this week began with an escalating crisis in eastern Europe. With a 24-hour […]
Most of us start a New Year with resolutions: lose weight, exercise more, get organized financially. According to credit bureau Experian, almost 50% of Americans want to save more in the next year – even though for many personal savings soared since Covid-19 hit the US in March 2020. Among New Year goals, more than […]
Stock market watchers often talk about whether “this time it’s different”: Does this bull market reflect the same conditions as the last one? Is this downturn different from the one just before the last recession? This time, is it different? Almost always, circumstances might be different, but business cycles are more or less the same. […]
When the Tony Award-winning musical Hamilton was on tour, and despite the ridiculous price-point for tickets, I went to see it. Even if musical theatre is not your thing, it’s hard not to have been exposed to some of the songs, and what was once the obscure story of the United States’ first Treasury Secretary. […]
March seems like a long time ago, even though it’s only been six months. Life in Corona Times. Back in March we had just started shutdown here in the United States, the economy ground to a halt with exception of a few essentials, the stock market plummeted. We found comfort in Netflix and a stockpile […]
Like other advisors during the current market turmoil, I am working with clients on portfolio rebalancing, tax loss harvesting, Roth conversions while account balances may be diminished, and shoring up emergency funds. All of these are good things to consider. But are those the ONLY things you might be thinking about with regard to your […]