June 30, 2020

Writing in the Business Section of the New York Times¹, that’s the title of a column by Carl Richards, who has gained fame as the “Sketch Guy”, a person who can take complex financial issues and define them through simple drawings. While the column includes a few of Richards’ sketches, it also includes five steps that investors might consider as we, along with the stock market, work through these perilous times.

June 30, 2020

As part of our efforts to provide financial advice to clients, we’re regularly reviewing the latest research on investments, planning, and many other topics related to a successful retirement.  Much of that research focuses on investors’ ability to stay on course with their asset allocation, through thick and thin.  We recently came across a couple of charts we felt did a good job of articulating the benefits of maintaining a long-term perspective when managing a portfolio. 

May 15, 2020

By: John Zeltmann

In the midst of a market downturn like we've seen over the past couple of months, and with the daily bombardment of bad economic news, it's easy to think the downtrend will continue.  Looking at one's retirement plan over several months rather than several years, it's easy to feel despair, especially during times like these.  When will the U.S. re-open?  When will kids go back to school?  When will grocery stores be safe?  What about a vaccine?  What will normal look like and when will it get here?