How can we keep anxiety down when it comes to the intersection of elections and investing?

It can be hard sometimes to stay in your proper lane when it comes to investing. In this blog we write about the importance of knowing your investment investment lane in the first place. We first write about knowing your emotional risk tolerance (how much your heart can handle), your financial capacity for risk (how much you can afford). Finally, we write about methods to keep from drifting from your lane and when it makes sense to just hire a driver and get on with your life.

This is a slightly modified copy of my Coronavirus (Covid-19) related client communication. In this communication, I share my thoughts on the new announcements that insurance cost coverage related to the Coronavirus has been expanded.

In this post, we take a closer look at the Smart Money/Dumb Money Sentiment Indicator to see where markets go to next.

End of life challenges often tends not to be high on the priority list for many. Yet, ask anyone who has had a family member in a difficult financial position with limited means, and you might have a different perspective. In this post, I share an excellent report created by Morningstar that walks through many valuable statistics on long-term care.

During October, Schwab eliminated commissions on most equity and ETF (exchange-traded funds), and also announced plans to offer fraction share ownership in the near future. In this communication, I walk through the changes and the benefits as we see them.

Variable annuities have over the years earned a well deserved bad rap. As the title implies, I have, ahem, never really been a fan. However, positive changes are trickling in that could make them more practical going forward. In this communication, we explore how they have worked and were sold, and positive changes that are happening in the industry.

The Fed rate decision on July 31st was seen by some as a necessary boost to economic and market confidence, yet since the decision, market volatility and the risk of recession has only increased. What happened? In our new blog post, we follow up on the Fed decision from July 31st, the new tariffs announced on August 1st (since rescinded), and what to make of it.