Not taking action IS taking action! Small adjustments rebalancing is also taking action. Accelerating annual retirement account contributions is taking action.
An attorney’s newsletter examines a few of the important lessons we can learn from the estate planning of some of our country’s most famous presidents.
The data shows that any time is a good time for value. There’s not a way to reliably and accurately predict what will happen in a particular year. Yet, the “prediction pundits” will continue making predictions each year.
Check out these examples of saving $5000 and growing it in the market over 45, 35 or 25 years. The difference is astounding! Yet, this is the basic math of growing wealth over time in the market. “Simple, inevitable wealth”
Reaching a new high doesn’t mean the market will retreat. Stocks are priced to deliver a positive expected return for investors, so reaching record highs regularly is the outcome one would expect.
Global markets, in the last 12 months, performed strongly with our model portfolios made up of 40%-100% global stock up from 13% to 34% and a slight cooling in Q3.
More than 200,000 California companies are about to swamp the system that cannot hire enough people as it is. Better get it done now and avoid the chaos of the first half of 2022!
The past three decades have been a period of relatively moderate inflation in the United States with the annual increase in the consumer price index averaging around 2.3%. Yet the impact of even this amount of inflation has been to reduce the purchasing power of an uninvested dollar by around half.
