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

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

By in Financial Tips, General Education
2 weeks ago
2 weeks ago 0 90

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

By in General Education, Investor Behavior, Quarterly Thoughts, Video
3 weeks ago
3 weeks ago 0 232

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

By in General Education, News, Quarterly Thoughts, Video
1 month ago
1 month ago 0 87

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

By in Financial Tips, General Education, Investor Behavior
1 month ago
1 month ago 0 155

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

By in General Education, News, Quarterly Thoughts, Video
4 months ago
4 months ago 0 68

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…

How to protect your parents from elder financial abuse and fraud

By in General Education, Investor Behavior
5 months ago
5 months ago 0 154

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

By in General Education, News, Quarterly Thoughts, Video
7 months ago
7 months ago 0 68

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…

How intergenerational living reduces loneliness and enhances well-being in retirement

By in General Education
10 months ago
10 months ago 0 200

Intergenerational living is on the rise, and some say it could be the key to aging gracefully. According to census data, the number of people living with multiple generations quadrupled between 1971 and 2021, to 59.7 million. For many of them, the intergenerational arrangement saves money and improves their quality of life. Some experts also hope it will cure the loneliness that tends to plague older folks. Why are intergenerational…