As I write this note, the S&P 500 is currently at 3,998 (let us round up and call it 4,000). The S&P closed the year above 1,000 for the...
Surviving Market Chaos with Monthly Investments
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How Bad Could The Next 3 Decades Be?
It has been a little bit easier to be an investor to begin 2023 than in 2022. 2023 began with the S&P 500 at 3,824. As I am writing this note...
Answering The Six Big Questions
One of my biggest pet peeves about the financial planning industry is the desire to make the process sound complicated. The vast majority of...
What’s Next?
As I write this message, the S&P 500 is currently at 3,997. A quick Google search tells me that the S&P 500 has been between 3,491.58 and...
Financial Planning Manifesto
If I had to choose a word to summarize 2022, it would be … challenging. The U.S. stock and bond markets were both negative for the first time since...
The Great Hope
This year has been filled with dismal financial headlines. Crypto winter. Stock market declines. Significant bond market losses. Mortgage rates...
Thankful
We hope that you had a wonderful Thanksgiving surrounded by friends, family, and football. Maybe you even bought a thing or two on Black Friday?...
46 Years?
[THE BAD] On January 3rd, the S&P 500 hit a yearly high of 4,796.64 On October 13th, the S&P 500 hit a yearly low of 3,491.59 A drop of...
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