How To Measure Your Portfolio in Uncertain Times

How To Measure Your Portfolio in Uncertain Times

Making sure your investments help you towards your true life goals   Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial mistakes. In his book Predictably Irrational: The Hidden Forces...
Positioning a Portfolio for Additional Rate Hikes

Positioning a Portfolio for Additional Rate Hikes

What counts is how your money is invested now in anticipation of rate hikes At their recent March meeting, the Federal Reserve moved its fed funds target rate from near zero to a range of 0.25% to 0.50%. It was the first rate hike since 2018. But the Fed did three...
Market Volatility Can Stir Your Loss Aversion

Market Volatility Can Stir Your Loss Aversion

At the foundation of your financial well-being lies your behavior Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success depends less on the structure of your portfolio than on your ability to adapt your behavior to...
IRS Makes Contribution Limit Changes for 2022

IRS Makes Contribution Limit Changes for 2022

Talk to your financial advisor to help create the best financial plan for you   The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. From...
Afraid of a Stock Market Correction? Get a Plan

Afraid of a Stock Market Correction? Get a Plan

Lately it seems as if every client or potential client I see asks about the possibility of a looming market correction. Investors are loving these good times, but they’re smart — they know the market runs in cycles, and the good times can’t last...