Steve
What's In The Secure Act 2.0 For You?
On December 23, 2022 as part of the Consolidated Appropriations Bill, the SECURE Act 2.0 was passed. Recall the original SECURE Act...
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Steve
- Dec 15, 2022
- 2 min
The 2008/2022 Stock Market Analogue
Lately I've seen the chart above making the rounds and warning investors that a stock market crash is looming. Notice that big drop in...
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Steve
- Nov 15, 2022
- 2 min
The Times, They Are A'Changin
In 1964 Bob Dylan recorded his classic, "The Times, They Are A-Changin'." While Dylan wrote the ballad as a protest and an attempt to...
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Steve
- Oct 18, 2022
- 2 min
Your Mental Time Horizon, And Why It Matters
Earlier this month I attended a presentation by Dr. Sarah Newcomb, a behavioral economist with Morningstar. Dr. Newcomb presented...
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Steve
- Sep 13, 2022
- 1 min
Your Financial Plan & Apollo 11
Gerontologist and best-selling author Ken Dychtwald likes to compare planning for retirement to space travel - saying it's a long journey...
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Steve
- Aug 18, 2022
- 2 min
Indecision
Stocks, as measured by the S&P 500, ripped 9% higher in July as investors began to anticipate a "pivot" by the Federal Reserve on...
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Steve
- Aug 14, 2022
- 2 min
Investing Based on Headlines
Holy Toledo, Batman! According to this July 4, 2022 article JP Morgan (a bank everyone has heard of) says oil prices could surge 240%!!!...
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Steve
- Jul 7, 2022
- 2 min
The Perfect Time
Getting started implementing a financial plan (or making updates to an existing plan) can be, well, something you want to delay. Am I...
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Steve
- Jun 6, 2022
- 2 min
Getting Even
Getting even. Who doesn't like to get even, right? There's just something cathartic about it. An eye for an eye, a tooth for a tooth. ...
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Steve
- May 6, 2022
- 2 min
Beware Trickery When Shopping For New Homeowners Insurance
Let's face it, at least in the financial world, 2022 hasn't been a great year so far. Stock and bond prices are down and inflation is up....
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Steve
- Mar 30, 2022
- 2 min
What You Think You're Getting
With tax filing season upon us, I want to share something I've noticed after working 12 years in the financial planning field. Too...
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Steve
- Feb 21, 2022
- 2 min
Inflation!
While for months the Federal Reserve labeled increasing inflation as "transitory" they've now shifted their position to one, seemingly,...
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Steve
- Jan 15, 2022
- 1 min
Markets Look Shaky
Last month we talked about the bizarre market 2021 presented us with and the bear market many stocks struggled through even as the major...
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Steve
- Jan 11, 2022
- 3 min
Planning For The Unexpected
Two weeks ago the devastating Marshall Fire tore through the tranquil communities of Superior and Louisville. Some clients are now...
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Steve
- Nov 3, 2021
- 2 min
The Loudmouth
We've all been there. Maybe it was the breakroom at work. Or a graduation party. Perhaps a picnic with some new friends, or the bar on...
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Steve
- Oct 6, 2021
- 2 min
I'll Show It To You
If you haven't already, take a look at the chart above. And then get ready, because I'm going to share something personal. It's one, if...
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Steve
- Sep 12, 2021
- 2 min
Financial Planner Bias
It's probably time we talk about financial planner bias. Perhaps surprisingly, a fair amount of ink has been spilled in financial...
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Tony Mutsune
- Aug 15, 2021
- 2 min
How To Plan Your Retirement In a Post-Covid World
History generally leans towards generosity in providing lessons to be learnt. For example, from the Great Depression emerged a more...
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Tony Mutsune
- Jul 14, 2021
- 2 min
Become An Astronaut
On Sunday the world marveled as we witnessed yet another milestone of human achievement when Richard Branson reached outer space in the...
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Steve
- Jun 16, 2021
- 2 min
Don't Listen to My Advice
Sometimes, when making a decision, you shouldn't listen to me. It's true. Well, go ahead and listen, and I hope you listen very closely...
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