How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to how our unexamined behaviors and emotions can be… Read More The Behavioral Gap & Your Financial Health
Your portfolio may be designed to give you the best chance of achieving your financialgoals. Unfortunately, the market doesn’t care about your risk tolerance or your goals. The Market Has a Mind of Its Own A key characteristic of a well-designed financial plan is the consideration of market volatility— and for good reason. For example,… Read More How a Financial Plan Helps You Endure Market Volatility
In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s 2% goal for some time before the Fed would consider increasing short-term interest rates in… Read More Investing During Periods of Inflation
Be Confident. Be Bold. Be Patient. It should come as no surprise that the economy is the most crucial issue in the upcoming election. But here’s something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months following the election.1 Some are preparing to adjust… Read More Election 2020
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.… Read More Retirement Plan Options for Small Businesses
If you have been tuned in to the U.S. Stock Market recently you’ll notice that it has experienced a correction of -10% from the high water mark achieved in late September 2018. We have returned to December 2017 highs, effectively wiping out 12 months worth of “growth”. The last time we saw this was 2015,… Read More Market Reflections: November 2018
I will begin by saying , as with investing in anything, whether it be real estate, collectibles, commodities, or art; you must to do your homework if you want to be successful. You should have knowledge that gives you a level of confidence in your understanding of the subject. And it’s in your best… Read More Investing in Stock
When you hire a Financial Advisor it’s of utmost importance that you understand who you are hiring and the relationship that you are entering into. There are many different types of Financial Advisors, and each provide different types of services and relationships. One saying that he/she is a Financial Advisor can mean a few different… Read More The Most Important Questions to Ask Your Financial Advisor
Keith Weiss CFP® 