Search Result for : Tag: staying invested

Financial Planning Fridays #75: Investor Patience Pays Off

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 #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 […]


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Financial Planning Fridays #67: Friends Who Panic

A month ago, a wonderful long-time client of mine called and told me that her best friend said that she must sell everything in her account and move it to gold, cash, and other “safe” assets that day.  Her best friend said that the market was likely to crash soon, and she should forget about […]


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Financial Planning Fridays #28: Investing During a Recession

Since at least the middle of 2022, there has been constant debate about whether the U.S. economy is in a recession or is about to enter one. The term “recession” can strike fear into the hearts of investors, and for good reason. Recessions are periods of economic decline, typically characterized by a decrease in economic […]


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