Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics.
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As you begin to be fulling engaged in 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize? (more…)
By: Jonathan Scheid CFA, AIF®
The holiday season is just behind us, and while our focus may have turned to turkey, travel and the New Year, we need to make sure we don’t neglect our finances. Below are seven financial planning opportunities that every investor should consider before year-end. (more…)
The tradition of making New Year’s Resolutions goes all the way back to ancient Rome. In 46 B.C. Julius Caesar developed a new calendar and named the first month of the year after Janus, the god of beginnings and endings. Janus has always been depicted with two faces—one on the back of his head that allowed him to look behind and one on the front of his head that allowed him to look ahead. (more…)
It’s that time of year again. No, we’re not talking about the holiday season, we’re talking about the prediction season. And, just as Christmas decorations seem to appear earlier and earlier in stores, predictions for 2020 are already appearing in newsstands. (more…)
As you are packing for a trip to another city, you prudently decide to check the 10-day weather forecast there. If it will be cold, you pack a heavy coat. If it is supposed to rain, you bring an umbrella. You want to be prepared. Similarly, you want a financial plan that anticipates the unexpected. (more…)
