Insights

            What You and Your Family Need to Know Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning. Although you may have many things going through your head at the moment, now is a crucial time to make sure your estate plan is in order.  Proactive planning can
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“Sellers were out in force on the market today after negative news on the economy.” It’s a common line in TV finance reports. But have you ever wondered who is buying if so many people are selling? The notion that sellers can outnumber buyers on down days doesn’t make sense. What the newscasters should say, of course, is that prices adjusted lower because would-be buyers weren’t prepared to pay the former price. What happens in such a case is either
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While many of us understand that our emotions can compromise our long-term financial goals, it isn’t always easy to ignore media hype. But letting emotions guide our investment decisions can have a real impact on our portfolios. Sometimes what seems like a reasonable investment strategy is actually emotions in disguise. We believe these emotional strategies can be particularly harmful, because at first glance they may seem like good, even rational, ideas. Emotional strategy: Waiting for the “right time” to invest. Timing the market is
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A common question of late centers around whether it is a good time to invest in the “market”, taking into consideration the all-time highs we’re experiencing. It is understandable to have this concern. Although there is conclusive evidence to suggests that attempting to “time” the market does not work over the long term, there is a way to overcome this common fear. A key note: When you hear all the talking heads on TV, or the news headlines, or even your friends
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