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Why You Shouldn’t Panic About Higher Rates and a Falling Market

Why You Shouldn’t Panic About Higher Rates and a Falling Market

by SRP | Sep 30, 2022 | Articles, General Planning, Home, Investing in the Stock Market, Retirement Planning, Risk Management

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...
Times are Turbulent, Markets are Volatile: What Should Investors Be Worried About?

Times are Turbulent, Markets are Volatile: What Should Investors Be Worried About?

by SRP | May 13, 2022 | Certified Financial Planners, Investing in the Stock Market, News & Announcements, Risk Management

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 and Rising Interest Rates

by SRP | May 2, 2022 | Home, Investing in the Stock Market, Retirement Planning, Risk Management, Videos

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...
Reframing Volatility in the Markets

Reframing Volatility in the Markets

by SRP | Apr 16, 2022 | Certified Financial Planners, Home, Investing in the Stock Market, Risk Management

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....
Diversification:  Why is it Important?

Diversification: Why is it Important?

by SRP | Oct 8, 2021 | Home, Investing in the Stock Market, Risk Management

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...

Video: What is the appropriate withdrawal rate?

by SRP | Dec 7, 2020 | Retirement Planning, Risk Management, Videos

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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