Articles

Financial advice has the best chance of success when
it’s built on a relationship. Because no two investors
are alike, we’ll work together to construct a financial
plan that reflects your goals as they change over time.

When the financial markets are in turmoil and account balances start to fall, there can be a strong temptation to attempt to “do something” to stem any perceived losses. Yet it is often the case that staying the course—or doing nothing—proves to be the better path.

While swift bond price declines can be upsetting, it’s important to remain focused on the long-term benefits of higher interest rates.

As a medium- to long-term investor, you should care more about bond total returns instead of the negative short-term impact on bond prices.

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. However, timing the market is essentially an impossible task.

No matter what’s happening in the economy and financial markets, we’re always on the lookout for ways to bring you closer to your goals; even as we remain focused on executing your financial plan, we’re never standing still.

Emotions and investing can be a losing combination. Don’t abandon your investment mix just because the market is uncertain.

The purpose of rebalancing isn’t to score the maximum returns possible. The purpose is to manage risk, so your nest egg might fluctuate less in the event of a downturn.

Average total returns in the stock and bond markets are often cited in financial circles, perhaps giving lay investors the false impression that these returns are the norm. In reality, there have been few years when either stocks or bonds delivered returns that are even close to market averages. .

While you can’t control the markets, you can manage how you react to their swings. The key is to zoom out from any particular period and focus on the long-term trend.

For prepared investors, market downturns can represent great opportunity