Will You Be Prepared When the Market Cools Off
Markets have cycles, and at some point, the major indices will descend. We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks. Investors are delighted by what they ...
Beware of Emotions Affecting Your Money Decisions
Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. Think of the investors who always respond to sudden Wall Street volatility. That emotional ...
Have a Plan, Not Just a Stock Portfolio
Diversification still matters. One day, this bull market will end. In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three ...
The Federal Reserve Raises the Interest Rate
Monetary policy is normalizing due to economic improvement. On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy.1 This was the central bank’s ...
BUT, I DON’T NEED ESTATE PLANNING … DO I?
Why estate planning is so important, and not just for the rich. Provided by Josh Koehnen, CFP® Do you have an estate? It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind an ...