Can you time the stock market?

Can you time the stock market?

“Can we time the market?” is a question we often get. Given the recent uncertainty and turbulence, it does not come as a surprise that clients are wondering about this question. “Is there a magic ball we can use to predict the future of markets?” “Is there a way to...
Don’t derail your finances

Don’t derail your finances

“As you slide down the bannister of life, may the splinters never point the wrong way.” Irish Blessing When everything is going right, we often feel that something is about to go horribly wrong. Sometimes, it’s helpful to smile at our human traits and do all we can to...
Avoid being overwhelmed by change

Avoid being overwhelmed by change

One of the biggest challenges with change is that it can be overwhelming. There are many reasons why we might be averse to constant change, but when it is just simply too much all at once, we will find ourselves overwhelmed and in this space, our ability to make...
How do you measure financial success?

How do you measure financial success?

In a recent article from Morningstar, they raised two excellent points about measuring financial success. Like so many of us, Morningstar believes that great investing advice means understanding our hopes, dreams, and ideals to determine what really matters. It...
What’s an annuity?

What’s an annuity?

Have you ever heard someone say that you need to make your money work for you? It seems like an impossible achievement for many of us because we immediately think we need a stack of dollar bills to leverage this strategy. And, that’s not entirely incorrect. We do need...