Insights to Inform and Inspire
Stay Current with Financial News and Advice
Explore our News & Articles section for helpful financial tips, updates, and insights. From retirement planning to addressing long-term financial concerns, our articles provide practical information to help you make informed decisions.
Dealing With Market Volatility
One of the most common aspects of the behavioral side of investing is the concept of loss aversion. This is when the losses hurt more than the gains feel good. Based on various sentiment surveys we follow and discussions with investors many are feeling loss aversion right now. Sometimes it can be helpful to step…
Read Full Article
Monthly Viewpoint: January 2025
As we enter a new year it is a good time to reflect on a few lessons from the year 2024. First, markets can surprise to the upside. It is easy to assume that with stocks surprises are only a bad thing. Entering the year many viewed stocks as overvalued with the economy and inflation…
Read Full Article
Monthly Viewpoint: December 2024
The U.S. stock market had another strong month extending the bull market of the past couple of years. In fact, the strength has been so great one of our bigger concerns is sentiment. Investors are feeling more optimistic. Often when that happens the market gives them a reminder that stocks don’t only go up. Despite…
Read Full Article