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 […]
Mid-Year Update: Market Commentary, Election, and Links
In this short quarterly update post, I am sharing a 2nd Quarter Market Commentary/Outlook, an Election/Investing piece, and a compilation of articles/podcasts/other media links that I’ve come across recently. I hope you enjoy! Market Commentary I created the below summary of the markets and economy this year and the outlook heading into the second half. We […]
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 […]
Managing Finances as a Couple
I recently came across this article in the Wall Street Journal titled “The Best Ways for Couples to Manage Finances“, and thought it was worthy of a post. In the article, the author asked several financial “experts” and readers how they personally handle money in relationships. As a financial planner and investment advisor, I get […]
Thoughts on the Markets and Economy
As a financial advisor, some of the most frequent questions that I am asked are my thoughts on the stock market and the economy. The questions are usually part of a larger discussion but typically fall into the categories of “Do you think stocks keep going higher?” or “What could derail this economic recovery?”. I won’t attempt […]
Quarterly Update (July 2021) – Personal, Work, and Investing
A quick, quarterly update post: Schwab Market Insights In my last quarterly update, I shared a quarterly market commentary produced by one of my firm’s investment partners. This quarter I am sharing the Schwab Insights page which is a great resource for advisors and investors alike. Schwab produces market, economic, and personal finance articles and […]