I recently put together this quarterly market and economic commentary for my firm. We send it to our clients each quarter. I wanted to share it with you as well. After the commentary, you’ll find some Year-End Financial Planning topics that may be of interest. Market and Portfolio Commentary Equities The equity markets continued to […]
Financial Planning Education – Life Insurance
As I mentioned in my previous post on Disability Insurance, I work a lot with “younger clients”, many of whom are just starting their financial journey. When you are starting, laying a strong financial foundation is vital. As such, part of this foundation involves understanding and managing potential risks that could derail your current and […]
Financial Planning Education – Disability Insurance
At my firm, I work a lot with “younger clients” (I’ll define this as individuals and couples in their early 30s to early 40s), many of whom are just starting their financial journey. As such when you’re starting out, laying a strong financial foundation is vital. As such, part of this foundation involves understanding and […]
Year-End Financial Planning
I don’t know about you but it’s hard to believe we’re about to wrap up 2023. I put together a quick year-end post for several planning items to think about now or into next year. I’ve also included this 2024 Key Financial Data Guide for easy reference. It has many key items that can help […]
My Personal Financial Goals for the New Year
As we kick off 2023, I put together a few of my personal financial goals and priorities for the new year. These are not new year’s resolution-type goals (none of the “no fried foods in the new year”) but rather practical goals that focus on personal finance and investments. I kept this list short so […]
Financial News: What I Read
This post was prompted by an email I recently received from a reader. He wants to expand his knowledge of markets, business news, and economic news. He wanted to know if I had ideas on websites or sources of information. I replied with some of the references below, which I have since expanded. In addition […]