by James Yahoudy | Jan 9, 2023 | Blog, Financial Planning
It’s now time to put a wrap on the year to do some reflecting and planning. At this point last year, your sentiment on your portfolio and maybe even the economy was likely in a totally different place. Simply said, 2022 was painful, almost regardless of your risk...
by James Yahoudy | Jul 28, 2022 | Blog, Financial Planning
As we see another fed fund’s hike of 75bps this week, we thought it would be worthwhile to simply talk about the basics of inflation. It is very easy to get caught in the storm of negative headlines. Today, let’s just get back to the basics and try to focus on factors...
by James Yahoudy | Jun 23, 2022 | Blog, Financial Planning
A family member, a young boy yet to reach his 3rd birthday has inspired me and this piece. He went from a potential concussion to 3 weeks in the hospital, and today getting a lung deflated to remove a peach size mass. The resilience and strength that both him and his...
by Derek Hernquist | Jun 8, 2022 | Blog, Financial Planning
A post I wrote when my kids were a bit younger…events change but the prescriptions remain intact: Every advisor wants the same from their clients…save more money, focus on the long-term. And most investors know this is the formula for success. Easy,...
by Derek Hernquist | Apr 25, 2022 | Blog, Financial Planning
As discussed in a prior post, the order in which returns accrue can be the difference between a comfortable retirement and one facing some tough budgeting decisions. The sequence of market returns is out of the investor’s control, but addressing this risk...
by James Yahoudy | Mar 2, 2022 | Blog, Financial Planning
“The most important job is to strike the appropriate balance between offense and defense” Howard Marks We recently wrote a piece outlining sequence of returns risk and the impact it may have on a plan. Today, let’s talk more about the headwinds you have in managing...
