Concerned About the Economy? Do This. (redux)
On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they
How to Handle a Down Market in Retirement
“What happens when I retire, and the market dives like it’s doing now?” I’ve received this question a bunch this year, and rightfully so. Any
Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times
Summer Newsletter 2022
Take a Deep Breath Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this
Wrestling With the Bear – Round 2
The wrestling match with the bear market is entering round 2. Round 1 was exhausting. The bear used all kinds of holds and moves in
Wrestling with the Bear
There are only a few good things about getting older and one of them is learning from the past and being able to recognize things.
Reflections on Past Bear Markets
"We realize that it is not easy to ride through this tempest. We know you want to hear when it will end. Believe me, so
Concerned About the Economy? Do This.
The stock market has been a little crazy lately (I know – shocker, right?). When we see headlines about market declines or look at a
The Next Bear Market
Ha! I caught you. I know why you are looking at this blog. You think I’m going to tell you when the next Bear market