On October 27th, the S&P 500 bottomed out at 4,117 after experiencing a 10% correction throughout the fall. At that point, the S&P 500 was effectively at the exact same point that it was 30 months prior, on April 9th, 2021. Over 2 and a half years of limited performance from the S&P 500. From […]
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Financial Planning Fridays 74: The Best Investment Opportunities
We want to talk with you about the best, yet incredibly rare, opportunities that we ever see as investors. These opportunities are so rare, in fact, that they have only occurred six times since World War II yet have returned an average of 46% just one year later. These opportunities, of course, are severe market […]
Financial Planning Fridays #73: All Time Market High
The S&P 500 just reached a new all-time high! While this is an exciting time, this often coincides with many purported experts clamoring that the market is now severely overvalued, and you must get out before the next major market decline. This is often matched in enthusiasm by an equal number of experts clamoring that […]
Financial Planning Fridays #71: 2024 Market Outlook
Welcome to our 2024 market outlook! We hope that this year is your best year yet. Just like in early 2023, we looked through history for clues on how the market may perform this year. We wanted to find 3 reasons to once again remain optimistic and stay invested in stocks. Let’s start with how […]
Financial Planning Fridays #70: Why We Invest
Happy New Year, we are looking forward to an amazing 2024 with you! To start the year, I wanted to discuss why we invest rather than just save. We invest to build a future that is bigger and brighter for us and our families than we could have ever reached by saving alone. Please let […]
Financial Planning Fridays #69: 2023 Year-End Review
I love looking through history for clues on what may happen next in the market. History gave us a lot of reasons to be optimistic about 2023 and we were right. This was a year of great returns. Let’s look back at a few of the historical examples that we discussed this past year. In […]
Financial Planning Fridays #68: Stock vs. Bond Income During Retirement
Stocks have historically paid much more in income over time than bonds. Please let me show you an example from the past 30 years. Imagine you have just retired. It is 1993 and you need to decide what types of investments are going to generate your income now that you are no longer working. Just […]
Financial Planning Fridays #66: Your Investment Mix Menu
One of the most important decisions you will ever make for your family’s long-term future is the blend of stocks and bonds in your investment accounts. This mix will be by far the dominant driver of your investment returns. It is crucial to choose an investment allocation that matches your financial plan and then rebalance […]
Financial Planning Fridays #65: Stay Invested Update
Once again this year we wanted to take an updated look at all of the crises of the past 20-plus years. As you’ll see, at the time, each of them would have given us great reasons to not keep our clients invested in stock. Every single year had its own unique crises that looked, and […]
Financial Planning Fridays #62: The New Bond Market Crash
There is currently a major market crash underway. This specific area of the market is down more than 40% since December 2021 and you may not even realize it. And we’re not referencing any area of the stock market. We’re talking about bonds. Specifically, bonds maturing in 20 years or more. What’s perhaps most shocking […]