Planning matters

Investment Outlook: A Mid-Year Update

Building investment strategies aligned with your individual goals is an important component of your overall financial picture. As a team, we review accounts throughout the year looking at overall portfolio performance and potential allocation changes in light of current market conditions and economic trends. Below shares our current outlook as we head into the second…

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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…

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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…

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A Millennial Encounters a Bear

If like many millennials you’ve been a casual observer of your retirement investments over the last decade, you may have become accustomed to seeing your account balance rise nearly every year since the Great Recession 1. 1 S&P 500 Historical Annual Returns 2010-2019 Past performance is no guarantee of future results. Index performance presented does…

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Relevant? Yes. Natural? No.

A look at the similarities between social distancing and investing As we have all learned, social distancing can be effective in avoiding the spread of a disease by bringing down the rate of transmission and helping minimize or circumvent an outbreak. As I sit here on my birthday, social distancing is the topic consuming the…

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