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 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 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
by Tony Bucci | Jan 7, 2018 | Budgeting, Cyber Protection, Investing, Retirement
The new year stands before us, like a chapter in a book, waiting to be written. We can help write that story by setting goals. Melody Beattie I love the above quote, it almost perfectly captures my feeling about the New Year and the resolutions that accompany this... Read More
by Tony Bucci | Feb 25, 2016 | Budgeting, Retirement
Whether you’re retired or working, do you really know where you spend your money? These are increasingly important questions today as more people are helping not only their children, but also their grandchildren. This may also be at the expense of their own... Read More
