by Tim Pontzer | Jan 9, 2019 | Behavioral Finance, Budgeting, Food for Thought, Investing, Monthly Newsletter, Retirement
Happy New Year! I’m sure many of you have already mistakenly put ‘18’ for the date a couple of times, still adjusting to our new timeframe. With the new calendar comes both reflection on the past and excitement for the future. In our line of work, that includes seeing... Read More
by Anthony Bucci | Dec 22, 2018 | Behavioral Finance, Federal Reserve, Holidays, Investing, Market Update
Dear friends, With Christmas and New Year’s right around the corner, I’m sure many of you are focused on other, more important items other than the state of the stock market. Yet, it’s tough to get away from both the ever-present news and the current poor state of... Read More
by Tim Pontzer | Dec 5, 2018 | Behavioral Finance, Budgeting, Business Owners, Monthly Newsletter, Newsletter, Retirement
Ellen: “Clark, I think it’d be best if everyone went home… before things get worse.” Clark: “WORSE? How could things get any worse? Take a look around here, Ellen. We’re at the threshold of hell.” While the Griswold family struggled mightily with the... Read More
by Tim Pontzer | Nov 27, 2018 | Behavioral Finance, Food for Thought, Retirement
When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are two things to remember: Historically, over long periods, stocks have tended to move higher. For instance, at... Read More
by Tim Pontzer | Nov 8, 2018 | Behavioral Finance, Budgeting, Newsletter, Sports
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet No doubt about it, October was a tough month. The S&P lost 6.8%, marking the worst month in more than seven years (September 2011: -7.0%). It... Read More
by Tim Pontzer | Oct 24, 2018 | Behavioral Finance, Budgeting, Food for Thought, Millennials
Earlier this year, Twitter erupted with memes, criticism and laughter at Alessandra Malito’s piece in MarketWatch. In the article, Malito voiced support for an idea set forth by Fidelity Investments, stating that the average American should have twice your... Read More
