This section includes short articles written by our advisors on current topics, as well as answers to questions asked at some of our client meetings. Blog topics range from delving into the nuts and bolts of an investment strategy or what to look for in an advisor, to understanding why estate planning is so important, and whether you will have enough savings for retirement.
As of this morning’s cold open, the S&P 500 is down 7.5% or so. The Fed is hiking interest rates. Mortgage rates are rising. Homebuilder stocks are getting annihilated. The economic recovery is well into its ninth year. The unemployment rate is the lowest it’s been in 50 years. People are asking — are the markets predicting a recession?
We get so many questions about what is going on in the current markets — what are we doing, what do we think, and how are we protected? The reality is with investments and all things in life, there are things you can control and things you cannot. The choice is yours as to which side you put your effort into.
I have a lot of things in common with the author of this article, Erin Barton. We both have 3 young children; they all have access to digital devices; my 8 year old thinks she is twice as old as she is; and we have already started having the conversation about safety and privacy on digital devices.
In times of turbulence in the market many clients asked me my thoughts on gold. Here is some information I think you might find interesting. Richard Wylie’s latest edition of The Big Picture commentary explains that during times of heightened uncertainty, investors have sought the refuge of lower risk investments. One of these so-called safe-haven investments, gold, has a particularly long history of attracting attention during periods of political and social upheaval.
Many don’t believe that life insurance is there to help you out when you least expect it. When you purchase term insurance, the purpose of it is to simply give you peace of mind with the hopes that you’ll never have to make a claim. However, the importance of it really comes through when one of the persons insured passes away prematurely leaving behind their loved ones to deal with the finances and children’s education.