Have you made a will? If you have, when was the last time you reviewed it? In this article, based on a webinar with legal expert Kevin Farrelly, you’ll learn more about the process behind making wills. Understanding the Estate Planning Process and the Role of Wills Wills are an essential part of the estate-planning…
Business cycles play a significant role in financial planning. Why? Because they are inevitable and have distinct phases, as I discuss below. Understandably, I have received many calls from clients concerned with the recent stock market decline. The post-election rally has “round-tripped” and then some. The uncertainties of the times have given many investors a…
Investor concerns over the recent underperformance of technology stocks have raised questions about concentration risk and the broader market. Strong returns among artificial intelligence stocks have supported portfolios over the past few years. At the same time, they have raised questions about the sustainability of the market rally. Concerns for tech stocks primarily include concentration…
What value does financial planning bring to your life? Ultimately, it helps you plan for the unexpected in life so you remain financially sound. This article explores the different life stages, highlighting how planning can benefit you financially along the way. The Game of Life and Financial Planning at Every Age Are you familiar with…
Here follow perspectives on the market given a nervous start to 2025 to help set expectations for your investment portfolio. Concerns About the Stock Market in 2025 The stock market has struggled in recent weeks as concerns have grown around interest rates, market valuations, the direction of the economy, and more. Some industry sectors, like…
Consider giving the gift of investing. The season of giving is upon us. That brings agonizing over what presents and gifts to give kids, grandchildren, or Godchildren. Instead of buying the same old gifts, maybe it is time for something different? Can you think of any better gift than one that grows over time and benefits…
If you’re a committed investor, you are most probably counting on time to help you build the wealth to meet specific goals. And, since you have a long-term window in mind, you’ll want to follow these tips to help you be ready for tax time. The Biggest Tax Concern for Investors? The biggest source of…
2023 was a difficult year for investors but as we take a breath and after assessing 2023, it can best be summarized as The Bard wrote, “All’s well that ends well.” Bears Controlled the 2023 Narrative In 2023, the Bears controlled the narrative – inflation and interest rates were going to move unstoppably higher, recession…
As you might surmise, given how interconnected the world is, global conflicts affect markets. In this article, we’ll focus on conflicts in the Middle East. Most Recent Middle East Conflict: October 7, 2023 On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further…
How familiar are you with the hydrogen energy market? While more traditional renewable energy sources such as solar and wind are still leading in terms of investment, hydrogen energy, specifically something called “green hydrogen”, is being discussed as a serious source of renewable energy. Hydrogen’s ability to act as a hybrid between an energy generator…
