Presented by Gabe Lapito and Ryan Gomendi As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the S&P 500 as a measure, the markets are down 22 percent from the...
This article was written by a colleague of ours, Christopher Rivers, and we felt was timely and helpful in these times. A Real Cool Hand My favorite movie for many years was the 1967 Paul Newman classic Cool Hand Luke.* It’s a fairly straightforward tale of...
Inflation is at a 40-year high which leads to a lot of uncertainty out there. What does this mean for stock markets and what does it mean for the economy? Listen in as Gabe and Ryan, Certified Financial Planners discuss the relationship of inflation and interest rates...
When you’re losing money, it’s hard to stay positive and optimistic. When the markets get volatile, you might hear the suggestion to “ignore the noise.” That advice is only helpful if you’re talking to a human who doesn’t function like a human....
What is Diversification? Diversification is all about risk and preparing for it! It is easy in times like now to want to put all of your marbles in one jar, especially if that jar is the S&P 500! However, as we build portfolios for retirement, we have...
So you work really hard saving money in investment accounts and retirement accounts, and then you come to retire, how much can you take from your portfolio each month? What is the appropriate withdrawal rate? What is a withdrawal rate? How is this rate decided upon?...
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