The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone is wondering who will win and what changes will occur with the election around the corner....
A common question we hear from clients is, “I need to withdraw cash from my portfolio. When should we sell investments to raise that cash?” As we’ve discussed in other posts, timing the market is very difficult. You might get it right a time or two, but outside of...
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...
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...
I started this first Hall of Fear entry very differently until this gem of a tweet from Ben Carlson hit my timeline. What Ben delivers here via humor, education, and sprinkled with a little accountability in four words is just….too good. (If you’re not familiar with...
