August 14, 2024 | Financial Planning
How to Manage Market Volatility
The trader’s adage goes, “The stock market takes the stairs up and the elevator down.” The saying helps illustrate the speed at which stock prices ...
Learn MoreHow to Manage Market Volatility
The trader’s adage goes, “The stock market takes the stairs up and the elevator down.” The saying helps illustrate the speed at which stock prices can move, especially over the last few days.
Here’s how the recent stock market drop happened.
First, we saw disappointing Q2 corporate reports from several high-profile technology names, along with discouraging news from Federal Chair Powell about short-term interest rates. Following this was confusion from the Japanese market and other international issues mixed with uncertainty regarding the upcoming election. And just like that, stock prices pulled back.
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Blogs for Financial Planning
August 9, 2024 | Financial Planning
Rainy Day Money
When we meet with people, one of the first topics we discuss is “emergency fund” money. We ask a few questions, such as, “Do you ...
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July 24, 2024 | Financial Planning
Disability and Your Finances
The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. And with new applicants each year, the system is expected ...
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July 22, 2024 | Financial Planning
US Companies Are The Innovation Leaders
We watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI) during the past year has ...
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July 10, 2024 | Financial Planning
Rowing in the Same Direction: The Advantages of an Integrated Planning Firm for Your Financial Future
Should you work with individual attorneys, financial advisors, and accountants, or opt for a one-stop-shop for all your financial planning needs? This is a crucial question ...
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July 8, 2024 | Financial Planning
Key Planning & Investment Deadlines for Summer 2024
Special Observances and Focus Areas As we navigate through the summer of 2024, it’s important to be mindful of key planning and investment deadlines, along ...
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June 26, 2024 | Financial Planning
Monthly Memberships
In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a ...
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June 17, 2024 | Financial Planning
How Financial Frictions Hinder Innovations
A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a trade-off between investing in existing ideas and pursuing new ones. ...
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June 12, 2024 | Financial Planning
5 Budgeting Myths That Stop People from Saving
Budgeting is crucial for managing your money well. However, many people avoid it because they believe certain myths. Let’s break down these common misconceptions and ...
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June 3, 2024 | Financial Planning
Financial Planning for the Generations
In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is ...
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