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...
Why a January Market Correction Might be Good

Why a January Market Correction Might be Good

Market corrections happen about once every 19 months – and we’re at 19 After the stock market’s fantastic growth in 2021, many believe a pullback (or even a correction) may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart...
Plan Your Financial Future as You Do Your Health

Plan Your Financial Future as You Do Your Health

Just as your health changes over time, markets change even faster Ever hear the phrase, “your financial health?” A good way to appreciate planning your financial future is to see it as akin to maintaining your physical health. The parallels are instructive. If you...
Understanding the Investor Fear Index: the VIX

Understanding the Investor Fear Index: the VIX

The VIX has seen a downward trend so far in 2021 and for October Market pundits are always tripping over themselves trying to determine the exact direction and extent of the market’s future movements. And as we approach Halloween, the fittingly named “investor fear...