Why a market correction shouldn’t make you worry

When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors.  But, should you be concerned?  After all, significant drops in the stock markets are fairly common, as are rebounds and new highs.  While market fundamentals play a large role in these fluctuations, so does investor sentiment. This makes it impossible to…

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Ironman Insights: 3 principles to follow to achieve your next big goal

What is one of your big life goals? What’s a wild dream you’d like to achieve? When you’re in the midst of peak busyness, you may feel you can’t go after what you desire. Not true! As we head into the last few months of 2021, now is the perfect time to reflect on what you want to accomplish, not only through the end of the year, but in 2022 and…

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Q2 2021 Quarterly Context Video
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How to think about inflation and investments

There has been a lot of talk lately about inflation, in great part because inflation has been so low for so long, but recently had a small spike.  Unfortunately, when inflation is low, investors tend to forget it is a “sleeper risk,” gradually eroding their purchasing power and lowering after-inflation returns. Below are thoughts to consider. Why does monetary policy matter when it comes to inflation? Historically, periods of major…

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Q121 Quarterly Context Video
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Save more in 2021: 6 opportunities for midlife professionals and business owners

As you reach certain midlife milestones, you gain opportunities to save more money, whether through tax-deferred vehicles or identifying key expenses where you may be overpaying.  Business owners also have a chance to bounce back from what may have been a slower year in 2020 with some favorable tax rules.  Which of these options can you take advantage of this year? Delay tax payments Business owners who had a down…

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Q4-2020 Quarterly Context Webinar
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Wealth and happiness – the surprising factor that can increase well-being

Does money buy happiness?  Wealth and happiness are often paired together.  As you earn more income, invest more into the market, or reduce your debt, you likely feel more life satisfaction. This seems obvious, and many studies* prove this to be correct.  However, in a study conducted by researchers from UC, Riverside, a surprising factor emerged about how you can improve your overall feeling of well-being:  the amount of cash you have…

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