A Helping Hand

Our financial planners share their thoughts about financial planning, the economy and the markets.

Stick With Your Plan (To the tune of “Up on the Housetop”)

Tax reform enacted, to start the year January markets kicked to high gear February came and stocks quickly fell What to do now, should we buy or sell? Ho, Ho, Ho!

Keeping to our Knitting - Restating of Key Principles

Last month I wrote about the folly of market timing. In particular, I mentioned how many uncertainties seemed to have resolved, yielding perhaps an “all-clear” signal.

The Virtues of Not Having a Market Opinion

Following up on last month’s commentary when I listed some of our key principles, I thought I would delve further into the area of trying to predict the market as I’m often asked what I think is going to happen next.

T’was the Night Before Christmas

T’was the night before Christmas, as I readied for bed, Events of the past year, running all through my head. It is amazing how fast the year has gone by, Like reindeer...

Frosty the Saver

Frosty the Saver Was a humble happy man With a modest job And 401K and A written financial plan Frosty the Saver Lived well within his means His credit was...

The Grinch

Every Who down in Who-ville saved and invested a lot… But the Grinch, Who lived just north of Who-ville, did NOT! The Grinch hated saving! He preferred to spend...

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