July 16, 2020
Financial Planning or Investment Management
Our 2020 Q3 Commentary…
A new client recently asked me what I felt was more important – financial planning or investment management. To some extent, they intertwine. Still, it’s a valid question that deserved an honest answer.
Individual Stocks – Are they for you?
2020 Q1 COMMENTARY:
Contrary to what logic might suggest, the most difficult time to be an investor is when the financial markets are in the late stages of a multi-year upward trend. As we witness market levels hit record highs, the appetite for adding new money to investments can start to wane for fear that the most opportune time to buy has already passed us by. It’s an innate thought process. Since we were little, we’ve all been taught that too much of a good thing is not always a good thing, and it’s a legitimate lesson that I’m sure we’ve all learned multiple times in our lives.