Spring Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Mini-Series Part 6 of 10: Trying to Time the Markets
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35
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
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
What’s Up With the Stock Market?
Some of the most frequently asked investment questions I’ve gotten lately are, “What is driving the stock market up?” and “When do you think it