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Posted on January 18, 2022
Are market corrections healthy? In a word, “yes”. Are market pullbacks common? Very. Corrections prevent bubbles, which occur when market valuations are no longer supported by underlying earnings. Investors become speculators. When a bubble bursts, it can send… Read More
Month: January 2022
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Posted on January 18, 2022
2022 Financial Planning Outlook: 3 Trends and Implications
by J. Eric Rice, CFP(R), ChFC(R)
As we enter what may well be a period of transition, effective planning will become increasingly important. As highlighted in the attached piece from Schwab, one of our two recommended custodians, three planning trends will likely dominate the… Read More
Category: Investment Planning, Market Commentary
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Posted on January 18, 2022
Why a January Market Correction Might be Good
by C. Todd Fry, CIMA(R), CFS
Are market corrections healthy? In a word, “yes”. Are market pullbacks common? Very. Corrections prevent bubbles, which occur when market valuations are no longer supported by underlying earnings. Investors become speculators. When a bubble bursts, it can send… Read More
Category: Investment Planning, Market Commentary
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Posted on January 18, 2022
2022 Outlook: Long-Term Perspective on Markets and Economies
by C. Todd Fry, CIMA(R), CFS
Over the past ten-plus years, we have witnessed unprecedented growth in equity markets, as Central Banks around the world lowered interest rates and boosted bond purchases. Rising inflation is now expected to force these bankers to curtail stimulus,… Read More
Category: Investment Planning, Market Commentary
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Posted on January 17, 2022
Charitable Giving and Your Financial Plan
by Tracy Severson FPQP(R)
Generosity is great. But should it be spontaneous? Rarely, if ever. Giving has two components—where you give and how your give. First, there is the legacy you want to leave, the values you want to impart to future… Read More
Category: Community/Giving Back, Investment Planning, Tax Planning, Video
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