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Facing a Stock Market Correction
What is a Market Correction? Market corrections are defined as the stock market or a specific index dropping in value between 10 to 20 percent. Once it drops below 20 percent, that’s when we would refer to it as a “bear market”. Market corrections are naturally occurring events when the market readjusts and rights itself. […] -
Organizing Your Finances
As the weather warms, it is hard not to think about all that spring can bring. It is also a popular time for “spring cleaning” as you open your windows and doors to refresh your home after a long winter. In this season of renewal, you may also look to spruce up your personal habits as well, including organizing your finances. Take Inventory Too many accounts […] -
Home Bias and Portfolio Risk
Successful wealth management requires us to construct diverse investment portfolios made up of different asset classes, including stocks. In choosing our investments we often have biases that unknowingly create challenges as market cycles change. For many investors, what they know best are the stocks of their own country. They often ignore the opportunities that exist […] -
Becoming A Financial Advisor: My Origin Story
My path to becoming a financial advisor has not been a smooth one. However, it has afforded me life lessons that fuel my passion and the work I do for my clients. I have been challenged by my colleagues to author my origin story as a means of sharing those lessons as well as providing […] -
Turning Savings Into a Retirement Paycheck
When the stock market is near all-time highs, smart investors feel confident as they reflect on the strategies that have made them successful. As their wealth has grown, they have benefitted from many of the advantages of savers. This includes buying the dips, rising income and savings, and tax-free growth in their retirement plans. However, […] -
3 Retirement Mistakes Even Smart Investors Make
Experience is not the same as expertise. Confusing the two creates the potential for mistakes as smart investors approach retirement. In his book Outliers, Malcolm Gladwell popularized the idea that it takes 10,000 hours of experience to become an expert in a particular field. Smart investors spend thousands of hours saving and investing during their […] -
What 2020 Taught Me as a Financial Advisor
I am a planner by nature, which makes sense considering my choice of profession. In addition to planning for the financial lives of clients, though, I also make time to plan for the success of our business. My partner, Katie Brown, and I believe that the best advisors and firms are intentional about how they […] -
Home Economics and Financial Balance
In middle school, I took a class in home economics that taught me skills to run a household like a tight ship. I learned to sew (a sweatshirt) and cook (using baking soda when I should have used baking powder). My teacher, Mrs. Phelps, knew a lot about managing a high-intensity household as her future […] -
Leading with Purpose Introduction
Why would a financial advisor host a podcast about leadership? This year, I launched my new podcast called “Leading with Purpose”, where I interview leaders from different industries and backgrounds and help relate their experience to the financial decisions we all make. So, why does this matter for you as you plan and invest for […] -
Thoughtful Investment Process
A brokerage statement can be a neat, orderly presentation of chaos if we focus on the wrong things. What if we had a sense of what our investments should be doing, not just what they did? What if we made a thoughtful investment process the norm? Case in point: Compare your statements from the end […]
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