Steve
Does Matt Foley Need To Pay You a Visit?
Let's spend a little time this month talking about how your investment portfolio is doing. In particular, I want to speak to those who...
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Steve
- Jul 17
- 1 min
Market Update
Last month I spoke about "migration" and the idea that investors were warming to the idea that the S&P 500 had struck a bear market low. ...
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Steve
- Jun 12
- 1 min
Trade What You See, Not What You Think!
The S&P 500 eked out a tiny gain in May as investors watched for the latest debt ceiling headlines. May 17 and 18th proved pivotal days,...
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Steve
- Jun 8
- 2 min
Migration
Denial. Migration. Panic. Smart investors reflect on these three words constantly and evaluate both their own thought processes and...
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Steve
- May 12
- 2 min
The Debt Ceiling and Your Investments
For those unaware, the United States looks set to once again hit its "debt ceiling" sometime this summer. What is the debt ceiling,...
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Steve
- Apr 10
- 2 min
The Wit & Wisdom of George Constanza
As a financial planner that speaks with investors and other advisors every day, I sometimes get a unique look into the current psyche of...
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Steve
- Mar 10
- 2 min
The All Clear Echo
I'll say it - it's been an interesting 18 months in financial markets. As the old Chinese proverb says, "May you live in interesting...
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Steve
- Feb 14
- 1 min
A Little Market Talk
Led by beaten down "momentum" names, stocks rallied sharply in January with the S&P 500 adding 6%. While things looked relatively grim...
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Steve
- Feb 10
- 2 min
Twinkies & Bullets
My wife informed me that the last few blogs have been too "data heavy" (I think this is her way of saying "boring") so I figured what...
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Steve
- Jan 11
- 2 min
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 19, 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 14, 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 15, 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 8, 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 7, 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 31, 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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