Planning matters

Value and Growth: When does it Matter?

If you have spent any amount of time watching tv, listening to a stock market update on the radio or browsing the financial papers, you have invariably come across references to “growth” or “value” stocks and mutual funds.  Although intuitively you may understand the difference, why does it matter? Let’s take a look. Growth stocks…

Read More

Bitcoin Basics

There is no shortage of news stories about Bitcoin in the media, but what exactly is Bitcoin? What should you know about it and how do we, as financial planners, think about it?  Few major financial topics have brought about the level of confusion, misinformation, and the hope of striking it rich than Bitcoin. For…

Read More

Bears versus Bulls

Just over one year ago, a new bull market was born. March 2020 marked both the end of the longest bull market in modern history spanning 11 years and the shortest bear market in history lasting just 33 days. While there is no official definition of a bull or bear market, the generally accepted definition…

Read More

A Brief Explanation of the GameStop Trading Fiasco

If you’re confused about why GameStop stock has dominated the financial news cycle in the last few weeks you’re not alone. A year ago GameStop stock traded around $5 per share, late last month it went as high as $483.  Like a lot of financial markets phenomena, there isn’t just one root cause underlying the…

Read More

Now Can We Expect Some Inflation?

If inflation is ultimately the result of too much money chasing too few goods and services, what are the prospects for an inflationary outcome in 2021? As the world’s leading economies slowed to a crawl in 2020 and global interest rates hover around zero, inflation might seem the least of our worries. On the other…

Read More