This is important, so please read. Remember this chart from our recent blog A Timeless Lesson – Don’t Miss the Forest for the Trees? Well, there is another chart below that goes along with it. It is a graphic of the portfolio...
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All Thoughts
As we cross into the second week of the Russian invasion of Ukraine, investor willpower is being put to the test. On top of the war, investors are combatting inflation concerns and impending interest rate hikes that have...
The events of the last few weeks are certainly unsettling, but unfortunately not unprecedented. Whether we are talking about Iraq’s invasion of Kuwait, the start of the Korean War, the Cuban Missile Crisis, or Pearl Harbor, a...
On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest,...
The sky is (still) falling! No, really, it is. Just look around. Political discord, Covid, rising inflation, ever growing spending and federal debt levels, geopolitical threats from China and Russia. Did I miss anything? Oh...
“What can we expect out of the stock market next year?” This question is posed regularly by investors, trying to get an edge on where the stock market might go tomorrow. While most hope this will bring some sense of clarity to...
As we approach Thanksgiving, and as we near the close of another calendar year, it’s a great time to think about how charitable giving might fit into your financial plan. While you might think of charitable planning as something...
Chasing wa·ter·falls | \ ˈwȯ-tər-ˌfȯl (transitive verb) Definition 1 : pursuing an impossible dream Charlie Ellis is an investment consultant, and one of a handful of thinkers who are truly an individual investor’s best friend....
Long-Term Care has become a focal point for both pre-retirees and retirees alike as health care costs and longevity continue to rise, presenting a twofold threat to a sound retirement. To help prepare, below is a link to a...