Category: Investments


2021 Semi-Annual Review

I hope your 2021 is treating you better than 2020! As this year rolls on, it looks like we are finally putting the past to


The Short Recession

The U.S. is officially in a recession according to the National Bureau of Economic Research (NBER). It normally takes nine months to a year for


2019 Market Update

Despite a rough month, the stock market is still up in 2019 August was a wild month for equities. The S&P 500 moved more than


2018 Q2 Report

The second quarter of 2018 has come to an end. In my first quarter update, I reported that the market news was mixed. The growth


Market Outlook

As a Certified Financial Planner™ and Chartered Retirement Planning Counselor℠, I firmly believe that investments should follow a diversified portfolio that fits an individual’s unique

Financial Planning

The Importance of Rebalancing

The Importance of Rebalancing Your Portfolio The financial planning process is an in-depth look  into a client’s financial health. Before a financial plan can be

Financial Planning

Investing 102

Investing 102 In my Investing 101 post, we talked about the basics of investing. We briefly covered the history of the stock and bond markets,


Option Trading

How Farmers caused the Great Recession Irrational Exuberance  One of the subjects I find most interesting in finance is the fact that humans can’t seem


Investing on the Cheap

Value The Bugatti Veyron is a hand built supercar.  It has 16 cylinders, four turbochargers, 1,001 horsepower, goes from 0-60 in 2.5 seconds, and world


Investing 101

What is investing Many people ask me about investing. How do I get started? What should I invest in? These questions always lead to longer