Market Turbulence

Thankful for Hope in Hard Things

I don’t have to remind you we just celebrated Thanksgiving. For many of us, the day was full of family, feasting, football and Friday…endless advertisements about Black Friday and the “don’t you dare miss this” sales that go with it.  One of my family’s simple traditions is to go around the table during the Thanksgiving …

Thankful for Hope in Hard Things Read More »

Why Listening to Your Heart is a Bad Idea

“Honey!” the mother pleads, looking into her adult daughter’s eyes. “I just want you to be happy. Listen to your heart!”  This line (or one like it) shows up in every sappy Hallmark movie I watch with my wife.  I can’t imagine worse advice to give someone—whether in the area of romance, parenting, career advancement, …

Why Listening to Your Heart is a Bad Idea Read More »

Two “Dudes” Work Out an Investment Plan

“You’re saying I should invest NOW?” Jordan almost choked as he thrust the heavy weights over his head.  He and his buddy Patrick regularly solved all the world’s problems during their noon workouts. On this day, the conversation had turned to personal finance. “Dude, the stock market is HORRIBLE!” Jordan said emphatically as he set …

Two “Dudes” Work Out an Investment Plan Read More »

How the Economy is Like Junior High

The last time the stock market had such a terrible January-through-June performance, I was in junior high. The year was 1970. For me, that was a time of pimples, polyester clothes, bad hair, trying to impress girls, and Mrs. Lawrence’s English class. All not-so-fun experiences—a lot like investing is for most people right now. For …

How the Economy is Like Junior High Read More »

What to Do When the Markets are in Turmoil

 “We’ve never seen anything like this,” my friend whispered in an ominous tone. “Like what?” I asked. “This economy,” he continued. “You know, inflation. Debt. The stock market.” “You’re worried about the stock market?” I asked. “Aren’t you?” he responded. “Do you remember when COVID-19 first appeared?” I asked. “In late February 2020, the stock …

What to Do When the Markets are in Turmoil Read More »

Timing is Everything (but Predictable)

“DOUBLE YOUR NEST EGG” the headline screamed. “Now’s the time to jump into cheap stocks, funds and real estate.” Bad timing for a magazine called “Smart Money.” This headline was on the cover of the October 2008 issue—immediately before an epic financial crisis and market meltdown.  In early October 2008, the Dow Jones Industrial Average …

Timing is Everything (but Predictable) Read More »

The Problem with Swimming Naked

Legendary investor Warren Buffett once said, “Only when the tide goes out do you discover who’s been swimming naked.” This was the billionaire’s iconic way of saying that risky financial behaviors inevitably get exposed when economic conditions change dramatically.  Unless you have been snoozing the last 6-8 months, you probably know the economy is changing. …

The Problem with Swimming Naked Read More »

Scroll to Top
Call Now ButtonSpeak with an Advisor