The Reality of Market Predictions
This summer several clients brought up recent headlines touting hedge fund manager Michael Burry’s latest market prediction and subsequent bet on a U.S. stock market crash. Michael Burry is widely known as a hedge fund manager .....
On Life Transitions...And Some Keys to Financial Success
My dad, as he got older, would respond to people who said positive things about him aging well that “…there are three stages in life - ‘childhood’, ‘adulthood’, and ‘you...
Do You Need An Estate Plan?
A common question financial planners often hear is “do I need an estate plan?” The short answer is yes but putting together an estate plan is often a lot less involved than most people think.
Backdoor Roth IRA Contributions for High Earners
In the middle of the tax filing season for 2022, many investors may wonder about making contributions to a non-employer retirement account for the prior tax year...
Fastening Our Seatbelts for 2022!
Last October, I wrote about the need to be prepared for typical fourth quarter volatility. Well, it looks like it was postponed until 2022 and all crammed into January.
It's a Most Wonderful Time to Invest by Nate Eads, CFP®
(to the tune of “It’s the Most Wonderful Time of the Year”) It's a most wonderful time to invest, Stock prices have fallen, Should I go all in, or continue to divest?
