Q1-2020 Quarterly Context Webinar

Q1-2020 Quarterly Context Webinar

1 month ago 0 100

How did coronavirus affect the markets as a wet blanket? How does the coronavirus stock market compare to another virus period? What’s next? Big government rescue packages. What caused the 1-year numbers to be only mildly negative? Why was the broad bond market also negative in March? What should you focus on now? The virus “corner” and markets. How diversified portfolios have fared. Is the market still above average for…

Q3-2019 Quarterly Context Webinar

7 months ago 0 379

How many generations does it typically take to wipe out family wealth, and what can you do about it? What is the impact of emotional investing on the average investor’s returns? How would the economies of all US 50 states rank if they were countries? How should Fiduciaries evaluate target date funds? Is a CEO economic confidence index up or down? How many months after an inverted yield curve does a…

Q2-2019 Quarterly Context Webinar

10 months ago 0 493

Where are we in the business cycle? The stock market continues upward, but the bond market shows nervousness. Are stocks fairly valued or leaning over-valued? What positive returns are required when different levels of negative returns occur? Is that a quilt or the shapes of the stock market by size and number? 401k plan design trends and fiduciary priorities, via recent surveys. That and more in the Q219 Quarterly Context…

The happiness formula

1 year ago 0 322

Money can’t literally buy happiness, however studies show that reducing financial stress and having more options can increases happiness. What is definitely clear is that there is a connection between emotions and money, and being less emotional as an investor reduces your stress, which therefore can increase your happiness AND therefore also your financial success. Maybe that’s not surprising. But here’s a formula to understand how to increase happiness, and…

Q4-2018 Quarterly Context Webinar

1 year ago 0 647

Why is the stock market cooling? Why and how many investors fail to do what disciplined/experienced investors do. People are still feeling confident about the future, but less so. Is your debt shrinking as a % of your income like the average person? How many times did the market drop 10% or more in the last 10 years? How common are market drops of -5%, -10%, -15% and -20%? Stock…

Now is a good time to learn the lessons from the Global Financial Crisis

1 year ago 0 463

As we hit the 10-year anniversary, there are lessons to learn from the economic challenges and 2nd worst market in history, and subsequent recovery, that began a decade ago. 10 years is long enough that some people don’t even remember this major financial event, while others feel like they are still recovering, given that the economy’s recovery has been gradual, even though the market’s recovery has been strong… maybe a…

Interest rates are shifting and will impact you… maybe more than any other economic indicator.

1 year ago 0 655

The Federal Reserve Bank’s Open Market Committee adjusts rates, down to stimulate the economy when needed, and up control inflation and prevent the economy from overheating during times of growth. In the first several years after the Great Recession, people thought little about rates. The Fed’s target rate fell to 0% late in 2008 and stayed at 0% for 7 years. Such extended periods of low rates is highly uncommon,…

Q2-2018 Quarterly Context Webinar

1 year ago 0 512

How new behavioral research can relate to financial behavior (e.g. bad soccer goalie decisions – a nod to recent world cup!, teams fire coaches too fast, the “IKEA effect” and how you place higher value on things you make yourself), how unconscious perception biases about aging cause people to under- or over-save, wages are up… but barely vs. inflation, interest rates are on the way up and imply certain risk…