Q1 2023 Quarterly Context Video

Q1 2023 Quarterly Context Video

1 month ago 11

Inflation is coming down, but stubbornly. Economists see the chance of some level of recession increasing, could that be a good thing? Low unemployment and low consumer confidence don’t usually happen at the same time, but inflation dynamics partly explain why. Cash and crypto showed unusual risks at different ends of the risk spectrum, who’s to blame? That and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…

Q4 2022 Quarterly Context Video

4 months ago 165

The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). How is the crypto currency crash similar to the Dutch tulip craze of the 1600’s, and…

10 questions that could change your life and financial independence

5 months ago 197

If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and solidify a commitment to getting where you want to go. 1) How would having clear life goals impact your life? When your goals are…

Recessions and your financial plan

6 months ago 158

The threat of a recession continues to be one of the most pressing concerns for investors. Inflation has proved hard to restrain, and the Federal Reserve continues to raise interest rates. Disagreement on recession likelihood Whether the U.S. will fall into a recession is still uncertain, and a subject of debate amongst experts. According to a recent UCLA Anderson Forecast, the U.S. is not currently in a recession, and the chance…

Q3 2022 Quarterly Context Webinar

7 months ago 213

Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do bear markets typically last? That and more in the 2022 3rd quarter Quarterly Context Webinar!

Insurance during your midlife gap year: make sure your career break is fully protected

8 months ago 192

You’re embracing the idea of a midlife gap year. You’re picturing the landscapes, culture, and bucket list experiences in your mind. But unattended business is holding you back from peak excitement. You need proper insurance in case something goes wrong. When you’re taking a career break it’s tempting to ignore that responsible voice in your head. But if you do, this thrilling chapter of your life will be written with unnecessary…

Money and happiness: a multi-dimensional look at how finances and positive emotion interact

10 months ago 396

We’re all aware of the phrase “money can’t buy happiness.” But how much weight does it really hold? After all, our finances play a pivotal role in how we’re able to provide for ourselves, our families, and our communities. Money clearly doesn’t solve every problem. Many of our relationships are priceless. And no matter how much money you have, you can never buy more time. So it’s critical that we…

What to do in a volatile market: Should I sell my stock?

10 months ago 238

The stock market has been anything but stable recently. And unsurprisingly, that usually means our emotions haven’t been either. Financial freedom is tied to market performance, and when you start hearing about “down markets” or “recessions,” one question tends to come up in our nervous brains… Should I sell my stock? At its face it seems like a reasonable question. Afterall, if the market is headed for a prolonged downturn,…