It is not unusual for us to be asked whether we should be changing a portfolio of stocks given ‘all the bad news’. Why is it that many investors feel the urge to time the stock market? Since 1950, stocks have been in a bull market 83% of the time – despite all the crises…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances
Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances. Have you noticed that, while technology makes it easier to handle things like banking, working from home, and shopping, it seems we are not really relieved of time…
VIDEO: Behavioral Finance – A Glimpse of the Markets Future
Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares a glimpse of the stock market with you. What would you do with that information? Would you try to time the market by actively selling and…
The Eventual Recession
Since early last year economists, market experts, and even corporate CEOs have been predicting a recession for this year. We have heard that word ‘recession’ a lot. Then, with inflation cooling and consumer spending strong, we stopped hearing it. And now, with the political debt ceiling fight, the word ‘recession’ is back in the discussion….
How Professional Organizers Can Help with the Divorce Process
How Professional Organizers Can Help with the Divorce Process Divorce is not just a painful process for all involved, it can also be complicated and difficult to navigate. Even after settling big issues like custody of children and division of financial assets, there are still all the details involved with turning one household into two….
Managing Divorce With Children
Managing Divorce With Children Divorce is never easy. It can be a painful situation for everyone involved, especially children. Divorce attorney Paul Seabrook likens the process to a house fire. It can catch children by surprise, creating a sudden need for an emergency response team to do damage control and help everyone come to terms…
7 Surprising College Planning Tips!
Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately scramble to scrounge up funds so their teenage children can attend their dream schools. ‘Get in first and deal with the costs later’ is a…
7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul
Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately scramble to scrounge up funds so their teenage children can attend their dream schools. ‘Get in first and deal with the costs later’ is a…
87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke
Financial planning is all about goal achievement. However, the ability to attain one’s desired goals can be limited by one’s mindset and habits. In this episode, Esther Szabo is joined once more by Lela Meinke, founder of Serenity Cards and Coaching. Lela reveals five common hurdles people face when planning and articulating goals and shares…
86. Market Volatility In 2022 with Erik Schei, CFA and CeFT®
Inflation, geopolitical issues and impending interest rate increases are impacting the markets. In this episode, Esther Szabo and Erik Schei will discuss why the market has become increasingly volatile. Their overview digs into the impact of the ongoing supply chain disruption on inflation, Federal Reserve strategy, what to expect in 2022, and how to maintain…