Why investment process quality is key to investing success + our 5-step approach

Why investment process quality is key to investing success + our 5-step approach

1 week ago 0 71

Why investment process quality is key to investing success + our 5-step approach It’s natural to feel anxious about investing. Investors all want to make the best decisions when it comes to their money and wealth management—decisions that will help your portfolio grow bigger without excessive risk. However, the investment decision process can be overwhelming, given the many available options and pitfalls. Investing is a key part of a financial…

2025 market volatility review

3 weeks ago 0 208

View the 2025 market volatility review, to help you stay the course, by understanding more about market cycles, what’s driving current market fluctuations, how common volatility is, what the pitfalls are of changing strategies due to investor emotion, and how to think differently about long-term investing vs. short-term spending needs.

Q1 2025 Quarterly Context Video

1 month ago 0 78

Politics and tariff mania are making markets and consumers nervous, some markets are up and some are down but diversification is helping cushion returns, volatility is overdue and more normal than people think. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar … Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused on your…

Market turbulence: Please remain seated

1 month ago 0 144

Experienced investors know that periods of significant market volatility, just like airplane turbulence, although unwelcome and uncommon, are normal. And until recently, overdue, as we’ve communicated a number of times in Quarterly Context webinars posted here in this blog.   Market fluctuations are primarily driven by uncertainty and are unpredictably cyclical. While the reasons change, the most important question to ask is not why volatility is happening, but whether it…

Q4 2024 Quarterly Context Video

4 months ago 0 60

US hiring numbers were higher than expected, Inflation continues its bumpy ride, US economic growth extended its solid streak, the fed cut rates twice, the Trump won the presidential election, the stock market took a dip, but despite that, the market had the best 2 years in a quarter century. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…

Increase your savings with higher 2025 retirement plan contribution limits

4 months ago 0 199

Saving enough each year for retirement is the most important thing you can do towards becoming retirement ready, followed by investing consistently with your life stage and other goals. Not everyone needs to save up to the IRS maximum retirement plan savings limits, but some should save up to the limits (or more, outside of a retirement plan) in order to meet their retirement readiness goals. Most people need to…

How to protect your parents from elder financial abuse and fraud

5 months ago 0 144

Everyone thinks elder financial abuse could never happen to their family—until it does. Just look at Alfred Mancinelli. The 79-year-old gave almost $1 million in retirement savings to various con-artists, including one posing as a professional wrestler named Alexis Bliss. Convinced he was in a romantic relationship with Ms. Bliss, Mancinelli refused to listen to his children’s concerns. Instead, the retired man sued his own son for trying to intervene.  …

Q3 2024 Quarterly Context Video

7 months ago 0 59

Economic growth in the US quickened, but then slowing growth fears rattled markets, pre-election uncertainty is starting to make markets wonder what the future holds, the Fed cut rates by half a percent as lower inflationary pressure gave the Federal Reserve more confidence, and how to be smart with cash. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…