diversification

Lessons Learned: 40th Anniversary of the Historic Bull Run

For economic geeks like ourselves and those old enough to remember, this week will be seen as
the anniversary of one of the greatest bull markets in history. It was on August 12, 1982,
that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost
For economic geeks like ourselves and those old enough to remember, this week will be seen as the anniversary of one of the greatest bull markets in history. It was on August 12, 1982, that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost precisely where the Index had closed in January 1964, more than 18 years earlier!

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Solutions to Investor Anxiety

Last week we spoke on the cycle of investor anxiety. How can we break this cycle and enjoy a fruitful financial future without the stress?

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What Should You Be Thinking About For 2021?

The Story: What does Don predict for the new year? How can we prepare our financial plan appropriately for what may come in the future? Let’s talk about some areas that need attention in 2021. Click play to listen to the episode… The Show: As much as we were ready for a fresh new start…

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June Economic Update

With a constant changing world, particularly in the last four months, what is going on with the economy right now? What takeaways should we have from that when mapping out our financial plan?

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Should New Technology Influence Your Investment Strategy?

From a man walking on the moon half a century ago to self-driving cars by the end of the year, technology is always changing. So should our investment strategy change alongside it? It’s a question we can’t avoid anymore so we’ll dive into it. 

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