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Category: Investing

How the S&P500 has performed after rate cuts Investing
How the S&P500 has performed after rate cuts
September 20, 2024

As an investor, how does a half a percentage point cut in the Federal Reserve’s key interest rate affect portfolio returns?   Rate cuts evoke different emotions for different individuals. Companies and investors may rejoice for cheaper debt, while others may be wary of economic uncertainty on the horizon. After …

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Presidential Elections financial advisorfinancial advisor richmondfinancial planner
Presidential Elections – Stay the Course
June 28, 2024 financial advisor financial advisor richmond
Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...
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401(k)Employee Benefitsfinancial planning
LIFE series: Leaving A Job
June 1, 2024 financial planning retirement
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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401(k)Employee Benefitsfinancial advisor richmond
LIFE series: A New Job
May 24, 2024 financial advisor richmond financial planning
Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...
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Market Commentary Investing
Market Commentary May 2024
May 2, 2024
  Inflation and its stickiness have recently been a persistent topic in news outlets. Measured against prices a year ago, inflation is at 3.5% as ...
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Are IPOs a good investment? financial advisor richmondfinancial planningGeneral Planning
Are IPOs a good investment?
February 27, 2024 financial advisor richmond financial planning
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
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Presidential Election Investing
Presidential Elections and Your Portfolio
February 7, 2024
            Presidential elections come once every four years, and each is an election like never before… just like the ones ...
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advisor Investing
Why an Advisor Shouldn’t be a Yes Man
January 5, 2024
Charlie Munger earned the nickname “The Abominable No Man” working for Warren Buffet at Berkshire Hathaway has his number two. A nickname earned by Munger’s ...
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Santa Claus Rally InvestingInvestment Strategy
The Santa Claus Rally
December 22, 2023
The “Santa Claus Rally” is a phenomenon that warms the hearts of even the most Scrooge-like investor. It describes the historical tendency for the stock ...
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