by Anthony Bucci | Aug 8, 2019 | Behavioral Finance, Food for Thought, Investing, Retirement
“Investors panic as the S&P 500 crashes to a year to date return of +14.5% in 2019 -Ben Carlson (Twitter, 8/5/2019) We don’t have to be smarter than the rest. We have to be more disciplined that the rest.” —-Warren Buffett We have a saying in my house. And... Read More
by Tim Pontzer | Apr 3, 2019 | Behavioral Finance, Investing, Retirement
One of the most common questions we encounter from clients is about their 401(k). While our teacher clients utilize a 403(b) and the federal employees we work have a Thrift Savings Plan (TSP), for the rest of the world – and majority of Americans – a 401(k) is a... Read More
by Tim Pontzer | Mar 29, 2019 | Behavioral Finance, Food for Thought, Investing, Sports
While we’re told to beware the ides of March, around our office we look forward to this time of year. Our staff has two proud Spartans who fully embrace the ‘madness’ of this month, while our youngest advisor cheers on his beloved Golden Grizzlies – not exactly a... Read More
by Tim Pontzer | Mar 25, 2019 | Behavioral Finance, Food for Thought, Healthcare, Investing, Long Term Care, Nursing Home, Retirement
It’s no secret healthcare costs are going up. Medical expenses have been steadily increasing for years. In 2007, costs were up almost 12 percent. However, the rate of increase slowed to 6 percent during the past five years and that trend is expected to continue for... Read More
by Tim Pontzer | Feb 27, 2019 | Behavioral Finance, Budgeting, Food for Thought, Taxes
In 2018, the average American received a tax refund of $2,727.That’s great right? An extra three grand in everyone’s pocket is certainly better than the alternative, allowing for bills to be paid, an upgrade to the kitchen, new shoes for the kids, and maybe even a... Read More
by Tim Pontzer | Feb 8, 2019 | Behavioral Finance, Budgeting, Food for Thought, Millennials
Talking with a friend this week over dinner, he mentioned that he had been faced to overcome a major fear earlier that afternoon. The way my friend retold the harrowing tale, you would’ve thought he had dealt with a phobia like walking through a pit of snakes or... Read More
