BLOG POSTS
Quarterly Letter January 2023
The importance of today, with all its opportunity and challenges, is why we segment dollars within your portfolio. In the short-term, years like 2022, when stocks and bonds both finish below average, it may be easy to feel down about the present.
Replay of Market Update - January 2023
A recording of our Quarterly Market Update webinar; we discuss markets, SECURE 2.0, Interest Rates, and more. The full-length and shortened recap video recordings are available here.
Well Balanced Vol. 16
Stock Quote: “The only way of discovering the limits of the possible is to venture a little way past them into the impossible.” Well Balanced is a round-up of topics helping you get today right.
SECURE 2.0
More than 90 changes affect qualified retirement plans, IRAs, SIMPLEs, SEPs, ABLEs, and 529 plans within the SECURE 2.0 Act. This summary provides several highlights based on effective dates and relevance.
All the News from the Weather Report
In the short-term, economic indicators like monthly unemployment numbers, CPI data, and quarterly earning results provide clues to the economy's health.
A Cyclical Economy
Investing can be a series of two steps forward and one step back. We explore past economic cycles by looking at unemployment, stock market performance, and average returns after a market decline.
Well Balanced Vol. 15
Stock Quote: “He who has a why to live can bear almost any how.” Well Balanced is a round-up of topics helping you get today right.