Financial Planners
There is no denying that the market has been lousy for the first three quarters of 2022. While frustrating, the market goes through these periods regularly, and when they happen patience and remaining invested are the best medicine. However, when the markets hand us lemons there often is the opportunity […]
People often ask us if they should sell their stock investments and “wait until the market is better.” Market timing as a strategy does not work. In addition to this article, check out our podcast episode on the topic of Marketing Timing. Markets are Generally Efficient That means all the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_87.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are probably things you are also wondering about. Check it out! Here are the questions: #1. I lost almost half of my retirement in the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_86.mp3Podcast: Play in new window | DownloadWe’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends at East Bay Investment Solutions recently published their Quarterly Investment Commentary for the second quarter of 2022 outlining where we are now and where […]
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from a portfolio over long time periods and calculates the odds of a plan’s success by running the plan with a thousand different potential investment outcomes rather than assuming a portfolio […]
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market territory, meaning that it had dropped 20% from the high it posted in December 2021. Several headlines have been talking about the market entering bear market territory. I thought it […]
The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came to a full stop, disrupting the production of goods and materials. As the economy reopened, demand surged while production had not caught up. The pandemic also led to changes in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_76.mp3Podcast: Play in new window | DownloadThere are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are headed. Most of them are making exciting predictions of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_73.mp3Podcast: Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]
Markets Have Stabilized The S&P 500 and other major stock indices have stabilized in recent weeks. Not only was the Fed announcement expected, but oil prices and other factors have calmed as well. Investors should also remember that the market has performed exceptionally well over the past several years, despite […]
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