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What You Need To Know About Recessions And Bear Markets

Posted by on Thursday, March 12th, 2020 in Market and Economic Updates, Personal Finance, Wealth Advisors, Wealth Management | 0 comments

What You Need To Know About Recessions And Bear Markets

On Thursday, the S&P 500 dropped 9.5%, or 260.74 points, in its largest percentage decline since the Black Monday crash of October 19, 1987. As markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market, down over 20% from the February 19th all-time high. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these concerns, today we’ll share what you need to know about recessions and bear...

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What I Do And How I Can Help

Posted by on Tuesday, March 10th, 2020 in Personal Finance, Wealth Advisors, Wealth Management | 0 comments

What I Do And How I Can Help

By Kim Spencer, CFP®, CDFA® Even though women make up almost 47% of the workforce these days, (1) they face financial challenges not often faced by men. Women typically earn 85 cents of every dollar earned by men, (2) and they usually spend fewer years in the workplace because they may take time off work to raise children or take care of elderly parents. Because women generally live about 5 years longer than men, this means women have fewer years to save a higher percentage of their income, so they can fund their longer retirement.  Doesn’t...

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March 2020 Monthly Insight – The Economy, Markets, Coronavirus, and Perspective.

Posted by on Friday, March 6th, 2020 in Investing, Market and Economic Updates, Monthly Insights, Uncategorized, Wealth Management | 0 comments

“The only thing you sometimes have control over is your perspective. You don’t have control over your situation. But you have a choice about how you view it.“ – Chris Pine, American actor As February began, investors were keeping a cautious eye on the coronavirus spreading in China. While there were isolated outbreaks around the globe, they were just that—isolated. That changed dramatically when headlines announced the coronavirus had spread to northern Italy, South Korea, and Iran. Now, the uncertainty is being felt...

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February 2020 Monthly Insight – Embracing Volatility

Posted by on Saturday, February 1st, 2020 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Wealth Management | 1 comment

“Don’t underestimate the value of doing nothing” —A. A. Milne, an English author, best known for his books about the teddy bear Winnie-the-Pooh We hope all is well with you so far in the New Year. You have likely heard us plead the case that we must embrace volatility if we are going to invest in the stock market. The fact that markets swing suddenly at times is why they allow for higher returns than the low, steady rates you earn on money markets and savings accounts. When nervous, deluded investors bail out, it leaves significant...

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What I Do And How I Can Help

Posted by on Wednesday, January 15th, 2020 in Investing, Personal Finance, Wealth Management | 1 comment

What I Do And How I Can Help

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® We all have dreams, but those dreams usually cost money, especially when it comes to retirement. It’s all well and good to picture yourself leisurely walking the beaches along Florida’s Gold Coast or funding an inheritance for your children and grandchildren, or even just enjoying a quiet and fulfilled retirement without financial worries, but it’s quite another thing to create a customized, strategic plan to make your dreams a reality.  If your blood pressure is already going up or you’re...

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