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Financial Life Series

Financial Life Series

Welcome to the Financial Life Series! These articles are meant to help every reader make better financial decisions. They are authored by our team, and each person drew from their own experiences to share. We hope you find it helpful and continue the conversation with...
Will the housing market crash?

Will the housing market crash?

Considering how strong the housing market has been recently, you may think this seems a strange question. We’ve all probably heard stories of sellers receiving multiple offers or offers without contingencies. For better or worse, real estate is more expensive almost...
Does Diversification Matter?

Does Diversification Matter?

A common question clients ask is something along the lines of “are my investments diversified?” What follows will help you determine whether that’s important for your financial life. In our world, diversification means investing in multiple areas rather than...
HAPPY HALLOWEEN: Introducing the “Hall of Fear”

HAPPY HALLOWEEN: Introducing the “Hall of Fear”

As markets moved lower in September 2021, we decided to write a piece about FEAR – because if there’s one comment we often hear, it’s that people are afraid of losing money in markets – ESPECIALLY when prices are falling. And the lower stock prices go, the more people...
When Will the Stock Market Crash?

When Will the Stock Market Crash?

Part 1: Historical Perspective Many clients are asking about the next market downturn. We consider it one of our primary responsibilities to evaluate “what ifs” for the companies in our portfolios. We make it our job to prepare ahead and make informed decisions about...
Total Return vs. Cash Flows Part 2: What Really Happened?

Total Return vs. Cash Flows Part 2: What Really Happened?

In this follow-up piece, we’re reviewing a real-life example of an “income” or “dividend” portfolio and its results, as compared to a portfolio built for total-return. If you missed that piece, it’s here. Recall that, while one could say the income portfolio provided...