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Getting Out is the Easy Part + Financial Market Update + 6.2.2020
Famous studies conducted by Daniel Kahneman and Amos Tversky in the late 1970s described how individuals assess potential gains relative to losses…
A 100-Year Bet Gone Bad
Back in 1997, the markets were roaring. The Dow Jones industrial average was completing its third straight year of 20-percent-plus returns, essentially…
Value is Historically Cheap + Financial Market Update + 5.19.2020
The stock market has staged a strong rally in recent weeks, gaining over 32% since bottoming on March 23rd. At this point, the S&P 500 is within 12% of its previous high…
May Retirement Plan Newsletter 2020
This month’s newsletter contains insights on student loan assistance programs, ERISA 404(c) compliance, how to prepare for an audit, and more…
Stocks Look Beyond Bad Economic Data + Financial Market Update + 5.12.2020
The impact from the economic shutdown has started to show up in the data, and the results thus far have not been good. GDP in the 1st quarter, for example…
Five Highlights from the Berkshire Meeting + Financial Market Update + 5.5.2020
Berkshire Hathaway held its annual shareholder meeting in Omaha this past Saturday. The event, frequently referred to as the “Woodstock for capitalists,” typically attracts…
Investor Sentiment Just Hit the Lowest Level of the Year + Financial Market Update + 4.28.2020
Every Thursday, the American Institute of Individual Investors (AAII) publishes a widely followed sentiment survey. The publication shows…
Oil Goes Negative + Financial Market Update + 4.21.2020
The pain in the energy market has been garnering headlines all year, but yesterday it did so in truly unprecedented fashion…
Portfolio Management for Retirees During a Financial Crisis
The impact of COVID-19 on the financial markets has been nothing short of dramatic. From its all-time high on February 19th, the S&P 500…
The Unsung Hero of Your Portfolio + Financial Market Update + 4.14.2020
Significant attention was paid to the stock market during the first quarter of 2020, and for obvious reason. By most measures, the speed…
April Retirement Plan Newsletter 2020
This month’s newsletter contains insights on the new tax credit for plan participants, employee education, key decisions for a successful retirement, and more…
Have We Seen the Bottom? + Financial Market Update + 4.7.2020
After nearly six weeks of relentless declines, the stock market appears to have found a bit of relief. The S&P 500 hit its lowest level on…
Personal Finances: Focusing on What You Can Control + Financial Market Update + 3.31.2020
Like many of us, you may feel a bit disoriented, fearful, and anxious. Not only has your life been dramatically altered in the past few weeks…
Personal Finances: Focusing on What You Can Control
Like many of us, you may feel a bit disoriented, fearful, and anxious. Not only has your life been dramatically altered in the past few weeks…
Controlling What You Can + Financial Market Update + 3.24.2020
A critical concept investors must understand is that markets are forward looking. This means prices reflect the aggregate of all future…
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