Category: financial planning

Financial Planning in a Crisis: At Home

Echoes at Home... It’s been another couple of weeks “at home” willing to do our part complying with the shelter-in-place order.  Then, on Tuesday we...

Client Update 4-3-20

Just an Update – Friday, April 3rd Last week we saw two significant events happen in the market.  First, on Monday, March 23rd, the market...

Preparing for your Golden Bell

The 3-time major champion Brooks Koepka approached the 12th hole (nicknamed “The Golden Bell”) at Augusta National within 2 strokes of the lead during the...

Financial Planning in a Crisis: Learn

Learn Things... I admit it, during this self-quarantine lockdown called the Coronavirus Crisis (or pandemic) I’ve become a NCIS: New Orleans junkie.  Very quickly after...

Financial Planning in a Crisis: Recovery

Picturing a Market Recovery You may be asking yourself, “When will the market recover?” or “What will a recovery look like and will it be...

Financial Planning in a Crisis: Cash

Think you need CASH? During market corrections advisors get calls from clients requesting cash.  This is particularly when the market is having a bad day. ...